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 | $119,768 | $77,314+54.9% | $177,989-32.7% | $80,856+48.1% |
| Participation rate | 66.0% | 65.7%+0.3pp | 77.1%-11.0pp | 67.6%-1.6pp |
| Annual return | 19.25% | 18.09%+1.2pp | 294.48%-275.2pp | 35.59%-16.3pp |
| Employer contribution / active EE | $1,461 | $2,292-36.3% | $3,949-63.0% | $2,755-47.0% |
| Participant deferral / active EE | $2,888 | $4,411-34.5% | $6,276-54.0% | $4,296-32.8% |
| Admin fee / account holder | $9,510 | $7,191+32.2% | $10,363-8.2% | $6,918+37.5% |