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 | $140,657 | $71,050+98.0% | $93,606+50.3% | $80,856+74.0% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.6%-1.0pp |
| Annual return | 13.31% | 11.26%+2.1pp | 133.20%-119.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,375 | $1,564-12.1% | $2,420-43.2% | $2,755-50.1% |
| Participant deferral / active EE | $3,812 | $4,034-5.5% | $4,411-13.6% | $4,296-11.3% |
| Admin fee / account holder | $7,790 | $6,945+12.2% | $8,285-6.0% | $6,918+12.6% |