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 | $130,266 | $51,175+154.6% | $70,515+84.7% | $75,163+73.3% |
| Participation rate | 58.2% | 60.9%-2.8pp | 68.3%-10.2pp | 67.2%-9.0pp |
| Annual return | 18.61% | 30.02%-11.4pp | 32.77%-14.2pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,379 | $1,826-24.5% | $2,973-53.6% | $2,670-48.3% |
| Participant deferral / active EE | $4,067 | $2,849+42.7% | $4,567-10.9% | $4,125-1.4% |
| Admin fee / account holder | $1,265 | $4,091-69.1% | $6,412-80.3% | $5,651-77.6% |