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 | $135,478 | $65,041+108.3% | $90,951+49.0% | $79,858+69.6% |
| Participation rate | 65.9% | 61.6%+4.3pp | 69.0%-3.1pp | 69.6%-3.8pp |
| Annual return | 15.51% | 30.45%-14.9pp | 134.60%-119.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,307 | $1,247+4.8% | $2,122-38.4% | $2,471-47.1% |
| Participant deferral / active EE | $5,059 | $2,512+101.4% | $3,373+50.0% | $3,740+35.3% |
| Admin fee / account holder | $5,384 | $4,536+18.7% | $5,959-9.6% | $5,306+1.5% |