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 | $131,923 | $54,705+141.2% | $71,209+85.3% | $84,808+55.6% |
| Participation rate | 52.7% | 64.1%-11.4pp | 73.8%-21.0pp | 68.3%-15.6pp |
| Annual return | 17.32% | 35.90%-18.6pp | 282.51%-265.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,257 | $2,158-41.7% | $2,721-53.8% | $2,631-52.2% |
| Participant deferral / active EE | $3,753 | $3,030+23.9% | $4,175-10.1% | $4,212-10.9% |
| Admin fee / account holder | $2,890 | $4,863-40.6% | $5,349-46.0% | $7,344-60.6% |