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 | $126,329 | $95,971+31.6% | $74,550+69.5% | $135,375-6.7% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | 9.02% | 56.96%-47.9pp | 32.53%-23.5pp | 519.73%-510.7pp |
| Employer contribution / active EE | $777 | $2,716-71.4% | $1,961-60.4% | $4,779-83.7% |
| Participant deferral / active EE | $950 | $3,843-75.3% | $3,108-69.4% | $5,609-83.1% |
| Admin fee / account holder | $17,924 | $6,522+174.8% | $5,060+254.3% | $10,827+65.5% |