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 | $122,100 | $81,248+50.3% | $155,509-21.5% | $80,856+51.0% |
| Participation rate | 51.4% | 66.2%-14.8pp | 78.2%-26.8pp | 67.6%-16.2pp |
| Annual return | 13.68% | 33.31%-19.6pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,627 | $3,100-47.5% | $4,672-65.2% | $2,755-41.0% |
| Participant deferral / active EE | $4,322 | $3,452+25.2% | $5,626-23.2% | $4,296+0.6% |
| Admin fee / account holder | $5,331 | $7,997-33.3% | $15,912-66.5% | $6,918-22.9% |