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 | $123,788 | $63,861+93.8% | $104,607+18.3% | $79,858+55.0% |
| Participation rate | 61.3% | 64.9%-3.6pp | 74.1%-12.8pp | 69.6%-8.3pp |
| Annual return | 21.04% | 21.30%-0.3pp | 340.46%-319.4pp | 31.71%-10.7pp |
| Employer contribution / active EE | $1,268 | $1,588-20.2% | $2,681-52.7% | $2,471-48.7% |
| Participant deferral / active EE | $2,371 | $2,693-12.0% | $3,740-36.6% | $3,740-36.6% |
| Admin fee / account holder | $483 | $4,185-88.5% | $6,473-92.5% | $5,306-90.9% |