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 | $138,639 | $49,915+177.7% | $154,803-10.4% | $74,304+86.6% |
| Participation rate | 51.3% | 54.0%-2.6pp | 78.1%-26.8pp | 60.3%-9.0pp |
| Annual return | 16.44% | 34.06%-17.6pp | 58.88%-42.4pp | 29.43%-13.0pp |
| Employer contribution / active EE | $2,126 | $1,611+32.0% | $4,305-50.6% | $2,241-5.1% |
| Participant deferral / active EE | $4,565 | $2,255+102.5% | $5,540-17.6% | $3,767+21.2% |
| Admin fee / account holder | $15,863 | $2,189+624.7% | $14,329+10.7% | $2,969+434.3% |