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 | $139,204 | $125,758+10.7% | $169,993-18.1% | $75,163+85.2% |
| Participation rate | 68.1% | 83.6%-15.5pp | 87.0%-18.9pp | 67.2%+0.9pp |
| Annual return | 24.24% | 27.20%-3.0pp | 53.37%-29.1pp | 160.62%-136.4pp |
| Employer contribution / active EE | $2,369 | $4,615-48.7% | $6,785-65.1% | $2,670-11.3% |
| Participant deferral / active EE | $3,365 | $6,837-50.8% | $10,408-67.7% | $4,125-18.4% |
| Admin fee / account holder | $2,522 | $8,173-69.1% | $12,815-80.3% | $5,651-55.4% |