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 | $125,813 | $64,839+94.0% | $95,585+31.6% | $84,808+48.4% |
| Participation rate | 69.6% | 63.8%+5.8pp | 72.1%-2.4pp | 68.3%+1.3pp |
| Annual return | 18.01% | -670.96%+689.0pp | 38.56%-20.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $819 | $1,759-53.4% | $2,527-67.6% | $2,631-68.9% |
| Participant deferral / active EE | $4,724 | $2,965+59.3% | $4,023+17.4% | $4,212+12.2% |
| Admin fee / account holder | $17,869 | $5,964+199.6% | $6,127+191.6% | $7,344+143.3% |