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 | $128,589 | $45,073+185.3% | $69,455+85.1% | $72,985+76.2% |
| Participation rate | 64.7% | 68.5%-3.8pp | 74.6%-9.9pp | 69.5%-4.8pp |
| Annual return | 30.28% | 22.65%+7.6pp | 28.97%+1.3pp | 81.00%-50.7pp |
| Employer contribution / active EE | $526 | $2,054-74.4% | $2,779-81.1% | $2,440-78.4% |
| Participant deferral / active EE | $2,517 | $2,602-3.3% | $3,535-28.8% | $3,607-30.2% |
| Admin fee / account holder | $977 | $3,056-68.0% | $3,839-74.5% | $5,124-80.9% |