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 | $127,710 | $56,110+127.6% | $94,993+34.4% | $70,131+82.1% |
| Participation rate | 68.6% | 65.0%+3.6pp | 73.9%-5.3pp | 69.5%-1.0pp |
| Annual return | 18.51% | 51.02%-32.5pp | 27.12%-8.6pp | 73.14%-54.6pp |
| Employer contribution / active EE | $893 | $1,442-38.1% | $2,603-65.7% | $2,342-61.9% |
| Participant deferral / active EE | $3,472 | $2,391+45.2% | $3,317+4.7% | $3,332+4.2% |
| Admin fee / account holder | $12,218 | $3,456+253.5% | $4,960+146.3% | $4,645+163.0% |