See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,630 | $90,503+46.5% | $78,689+68.5% | $273,961-51.6% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 3.30% | 75.60%-72.3pp | 62.18%-58.9pp | 41.45%-38.2pp |
| Employer contribution / active EE | $2,400 | $3,176-24.4% | $2,851-15.8% | $4,869-50.7% |
| Participant deferral / active EE | $12,000 | $3,901+207.6% | $3,517+241.2% | $5,287+127.0% |
| Admin fee / account holder | $430 | $5,263-91.8% | $4,510-90.5% | $10,132-95.8% |