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 | $120,977 | $62,573+93.3% | $85,682+41.2% | $85,850+40.9% |
| Participation rate | 36.0% | 61.1%-25.1pp | 69.9%-33.9pp | 69.3%-33.3pp |
| Annual return | 17.34% | 23.77%-6.4pp | 21.49%-4.1pp | 318.53%-301.2pp |
| Employer contribution / active EE | $1,675 | $1,757-4.6% | $2,618-36.0% | $2,565-34.7% |
| Participant deferral / active EE | $2,856 | $2,802+1.9% | $3,923-27.2% | $3,952-27.7% |
| Admin fee / account holder | $968 | $4,640-79.1% | $6,873-85.9% | $6,260-84.5% |