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 | $114,864 | $65,561+75.2% | $86,188+33.3% | $75,163+52.8% |
| Participation rate | 65.5% | 60.5%+5.0pp | 69.0%-3.5pp | 67.2%-1.7pp |
| Annual return | 14.72% | 46.05%-31.3pp | 1168.45%-1153.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,364 | $1,553-12.2% | $2,380-42.7% | $2,670-48.9% |
| Participant deferral / active EE | $4,185 | $3,024+38.4% | $3,985+5.0% | $4,125+1.5% |
| Admin fee / account holder | $4,044 | $5,474-26.1% | $6,852-41.0% | $5,651-28.4% |