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 | $132,252 | $65,041+103.3% | $90,951+45.4% | $79,858+65.6% |
| Participation rate | 69.7% | 61.6%+8.1pp | 69.0%+0.7pp | 69.6%0pp |
| Annual return | 12.03% | 30.45%-18.4pp | 134.60%-122.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,329 | $1,247+6.5% | $2,122-37.4% | $2,471-46.2% |
| Participant deferral / active EE | $3,769 | $2,512+50.0% | $3,373+11.7% | $3,740+0.8% |
| Admin fee / account holder | $10,315 | $4,536+127.4% | $5,959+73.1% | $5,306+94.4% |