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 | $135,824 | $91,190+48.9% | $178,490-23.9% | $79,858+70.1% |
| Participation rate | 63.0% | 69.2%-6.2pp | 81.9%-19.0pp | 69.6%-6.7pp |
| Annual return | 15.07% | 24.19%-9.1pp | 151.07%-136.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,204 | $3,256-32.3% | $5,011-56.0% | $2,471-10.8% |
| Participant deferral / active EE | $4,214 | $3,236+30.2% | $5,202-19.0% | $3,740+12.7% |
| Admin fee / account holder | $9,654 | $6,751+43.0% | $13,984-31.0% | $5,306+81.9% |