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 | $132,121 | $48,230+173.9% | $67,502+95.7% | $80,856+63.4% |
| Participation rate | 66.7% | 66.4%+0.3pp | 72.9%-6.2pp | 67.6%-1.0pp |
| Annual return | 17.84% | 18.28%-0.4pp | 3512.12%-3494.3pp | 35.59%-17.8pp |
| Employer contribution / active EE | $6,215 | $2,020+207.7% | $2,731+127.6% | $2,755+125.6% |
| Participant deferral / active EE | $11,683 | $2,924+299.6% | $4,000+192.1% | $4,296+172.0% |
| Admin fee / account holder | $3,298 | $3,681-10.4% | $3,998-17.5% | $6,918-52.3% |