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 7-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 | $131,417 | $77,314+70.0% | $177,989-26.2% | $80,856+62.5% |
| Participation rate | 68.2% | 65.7%+2.5pp | 77.1%-8.9pp | 67.6%+0.5pp |
| Annual return | 13.62% | 18.09%-4.5pp | 294.48%-280.9pp | 35.59%-22.0pp |
| Employer contribution / active EE | $821 | $2,292-64.2% | $3,949-79.2% | $2,755-70.2% |
| Participant deferral / active EE | $8,213 | $4,411+86.2% | $6,276+30.9% | $4,296+91.2% |
| Admin fee / account holder | $3,866 | $7,191-46.2% | $10,363-62.7% | $6,918-44.1% |