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 | $127,091 | $73,933+71.9% | $96,683+31.5% | $75,163+69.1% |
| Participation rate | 56.9% | 66.4%-9.5pp | 74.3%-17.4pp | 67.2%-10.3pp |
| Annual return | 14.34% | 26.70%-12.4pp | 35.69%-21.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,899 | $2,928-35.1% | $3,737-49.2% | $2,670-28.9% |
| Participant deferral / active EE | $2,855 | $3,659-22.0% | $4,878-41.5% | $4,125-30.8% |
| Admin fee / account holder | $13,879 | $5,216+166.1% | $6,730+106.2% | $5,651+145.6% |