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 | $125,372 | $87,013+44.1% | $106,213+18.0% | $80,856+55.1% |
| Participation rate | 61.5% | 70.4%-8.9pp | 75.3%-13.7pp | 67.6%-6.1pp |
| Annual return | 26.27% | 17.05%+9.2pp | 116.14%-89.9pp | 35.59%-9.3pp |
| Employer contribution / active EE | $1,181 | $2,395-50.7% | $3,171-62.8% | $2,755-57.1% |
| Participant deferral / active EE | $2,386 | $3,986-40.1% | $5,016-52.4% | $4,296-44.5% |
| Admin fee / account holder | $1,235 | $8,431-85.4% | $11,033-88.8% | $6,918-82.2% |