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 | $130,580 | $54,705+138.7% | $71,209+83.4% | $84,808+54.0% |
| Participation rate | 68.1% | 64.1%+4.0pp | 73.8%-5.6pp | 68.3%-0.2pp |
| Annual return | 19.74% | 35.90%-16.2pp | 282.51%-262.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $695 | $2,158-67.8% | $2,721-74.4% | $2,631-73.6% |
| Participant deferral / active EE | $4,610 | $3,030+52.1% | $4,175+10.4% | $4,212+9.5% |
| Admin fee / account holder | $5,471 | $4,863+12.5% | $5,349+2.3% | $7,344-25.5% |