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 | $146,182 | $96,128+52.1% | $136,007+7.5% | $80,856+80.8% |
| Participation rate | 66.1% | 71.2%-5.1pp | 76.5%-10.3pp | 67.6%-1.5pp |
| Annual return | 20.65% | 28.71%-8.1pp | 579.32%-558.7pp | 35.59%-14.9pp |
| Employer contribution / active EE | $2,591 | $3,351-22.7% | $4,217-38.5% | $2,755-5.9% |
| Participant deferral / active EE | $5,432 | $5,709-4.9% | $7,025-22.7% | $4,296+26.4% |
| Admin fee / account holder | $1,016 | $8,236-87.7% | $6,858-85.2% | $6,918-85.3% |