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 | $132,983 | $57,016+133.2% | $84,966+56.5% | $80,856+64.5% |
| Participation rate | 63.0% | 56.3%+6.6pp | 67.5%-4.5pp | 67.6%-4.7pp |
| Annual return | 13.41% | 21.66%-8.3pp | 66.38%-53.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,531 | $1,798+96.4% | $2,727+29.5% | $2,755+28.2% |
| Participant deferral / active EE | $5,889 | $3,110+89.4% | $4,519+30.3% | $4,296+37.1% |
| Admin fee / account holder | $14,868 | $4,980+198.5% | $6,149+141.8% | $6,918+114.9% |