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 | $134,945 | $54,701+146.7% | $86,188+56.6% | $71,457+88.8% |
| Participation rate | 59.8% | 60.1%-0.3pp | 69.0%-9.1pp | 67.9%-8.1pp |
| Annual return | 15.30% | 20.06%-4.8pp | 1168.45%-1153.1pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,838 | $1,265+124.3% | $2,380+19.2% | $2,588+9.7% |
| Participant deferral / active EE | $4,627 | $3,108+48.9% | $3,985+16.1% | $4,289+7.9% |
| Admin fee / account holder | $11,511 | $1,922+499.0% | $6,852+68.0% | $1,587+625.2% |