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 | $126,716 | $57,016+122.2% | $84,966+49.1% | $80,856+56.7% |
| Participation rate | 61.3% | 56.3%+4.9pp | 67.5%-6.2pp | 67.6%-6.3pp |
| Annual return | 13.44% | 21.66%-8.2pp | 66.38%-52.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,580 | $1,798+43.5% | $2,727-5.4% | $2,755-6.4% |
| Participant deferral / active EE | $6,216 | $3,110+99.9% | $4,519+37.5% | $4,296+44.7% |
| Admin fee / account holder | $581 | $4,980-88.3% | $6,149-90.6% | $6,918-91.6% |