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 | $132,540 | $84,556+56.7% | $116,228+14.0% | $74,304+78.4% |
| Participation rate | 55.1% | 66.0%-11.0pp | 74.6%-19.5pp | 60.3%-5.3pp |
| Annual return | 15.33% | 18.35%-3.0pp | 90.06%-74.7pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,603 | $2,168-26.0% | $2,994-46.5% | $2,241-28.5% |
| Participant deferral / active EE | $3,912 | $3,814+2.5% | $4,953-21.0% | $3,767+3.8% |
| Admin fee / account holder | $11,132 | $3,792+193.6% | $11,989-7.1% | $2,969+275.0% |