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 | $131,860 | $65,365+101.7% | $92,893+41.9% | $72,985+80.7% |
| Participation rate | 65.0% | 68.3%-3.3pp | 76.0%-11.0pp | 69.5%-4.5pp |
| Annual return | 21.83% | 42.10%-20.3pp | 109.41%-87.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,832 | $2,594-29.4% | $3,653-49.9% | $2,440-24.9% |
| Participant deferral / active EE | $3,129 | $3,1280% | $4,236-26.1% | $3,607-13.3% |
| Admin fee / account holder | $11,760 | $4,251+176.6% | $5,794+103.0% | $5,124+129.5% |