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 | $139,997 | $64,839+115.9% | $95,585+46.5% | $84,808+65.1% |
| Participation rate | 65.3% | 63.8%+1.4pp | 72.1%-6.8pp | 68.3%-3.0pp |
| Annual return | 16.65% | -670.96%+687.6pp | 38.56%-21.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,415 | $1,759+37.3% | $2,527-4.4% | $2,631-8.2% |
| Participant deferral / active EE | $3,779 | $2,965+27.5% | $4,023-6.1% | $4,212-10.3% |
| Admin fee / account holder | $2,089 | $5,964-65.0% | $6,127-65.9% | $7,344-71.6% |