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 | $132,131 | $100,773+31.1% | $88,946+48.6% | $142,382-7.2% |
| Participation rate | 52.4% | 74.3%-21.9pp | 68.8%-16.5pp | 80.1%-27.7pp |
| Annual return | 19.28% | 70.18%-50.9pp | 57.82%-38.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,775 | $2,918-4.9% | $2,555+8.6% | $4,299-35.5% |
| Participant deferral / active EE | $6,431 | $5,230+23.0% | $4,581+40.4% | $6,507-1.2% |
| Admin fee / account holder | $6,303 | $9,693-35.0% | $8,261-23.7% | $12,624-50.1% |