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 | $141,891 | $71,050+99.7% | $93,606+51.6% | $80,856+75.5% |
| Participation rate | 57.3% | 60.4%-3.1pp | 68.7%-11.4pp | 67.6%-10.3pp |
| Annual return | 13.47% | 11.26%+2.2pp | 133.20%-119.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,223 | $1,564-21.8% | $2,420-49.5% | $2,755-55.6% |
| Participant deferral / active EE | $6,514 | $4,034+61.5% | $4,411+47.7% | $4,296+51.6% |
| Admin fee / account holder | $3,796 | $6,945-45.3% | $8,285-54.2% | $6,918-45.1% |