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 | $139,130 | $77,503+79.5% | $100,391+38.6% | $80,856+72.1% |
| Participation rate | 60.7% | 76.9%-16.3pp | 81.5%-20.8pp | 67.6%-7.0pp |
| Annual return | 15.45% | 37.20%-21.7pp | 49.20%-33.7pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,427 | $2,801-13.3% | $3,942-38.4% | $2,755-11.9% |
| Participant deferral / active EE | $4,250 | $6,820-37.7% | $8,082-47.4% | $4,296-1.1% |
| Admin fee / account holder | $19,855 | $5,897+236.7% | $7,899+151.4% | $6,918+187.0% |