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 | $132,739 | $54,701+142.7% | $86,188+54.0% | $71,457+85.8% |
| Participation rate | 53.2% | 60.1%-7.0pp | 69.0%-15.8pp | 67.9%-14.8pp |
| Annual return | 14.76% | 20.06%-5.3pp | 1168.45%-1153.7pp | 28.85%-14.1pp |
| Employer contribution / active EE | $1,143 | $1,265-9.6% | $2,380-52.0% | $2,588-55.8% |
| Participant deferral / active EE | $3,587 | $3,108+15.4% | $3,985-10.0% | $4,289-16.4% |
| Admin fee / account holder | $21,953 | $1,922+1042.5% | $6,852+220.4% | $1,587+1283.0% |