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 | $122,771 | $65,041+88.8% | $90,951+35.0% | $79,858+53.7% |
| Participation rate | 63.4% | 61.6%+1.8pp | 69.0%-5.6pp | 69.6%-6.2pp |
| Annual return | 18.55% | 30.45%-11.9pp | 134.60%-116.0pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,768 | $1,247+41.8% | $2,122-16.7% | $2,471-28.4% |
| Participant deferral / active EE | $2,590 | $2,512+3.1% | $3,373-23.2% | $3,740-30.8% |
| Admin fee / account holder | $6,996 | $4,536+54.2% | $5,959+17.4% | $5,306+31.8% |