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 | $131,702 | $48,230+173.1% | $67,502+95.1% | $80,856+62.9% |
| Participation rate | 66.2% | 66.4%-0.2pp | 72.9%-6.7pp | 67.6%-1.5pp |
| Annual return | 15.64% | 18.28%-2.6pp | 3512.12%-3496.5pp | 35.59%-20.0pp |
| Employer contribution / active EE | $606 | $2,020-70.0% | $2,731-77.8% | $2,755-78.0% |
| Participant deferral / active EE | $7,403 | $2,924+153.2% | $4,000+85.1% | $4,296+72.3% |
| Admin fee / account holder | $7,071 | $3,681+92.1% | $3,998+76.9% | $6,918+2.2% |