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 | $138,238 | $110,257+25.4% | $96,544+43.2% | $139,434-0.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 18.72% | 26.32%-7.6pp | 25.84%-7.1pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,717 | $3,620-52.6% | $2,965-42.1% | $4,751-63.9% |
| Participant deferral / active EE | $2,440 | $5,548-56.0% | $4,851-49.7% | $6,710-63.6% |
| Admin fee / account holder | $66,214 | $11,591+471.2% | $8,252+702.4% | $11,403+480.7% |