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 | $120,405 | $77,314+55.7% | $177,989-32.4% | $80,856+48.9% |
| Participation rate | 62.2% | 65.7%-3.5pp | 77.1%-14.9pp | 67.6%-5.4pp |
| Annual return | 24.38% | 18.09%+6.3pp | 294.48%-270.1pp | 35.59%-11.2pp |
| Employer contribution / active EE | $1,569 | $2,292-31.5% | $3,949-60.3% | $2,755-43.0% |
| Participant deferral / active EE | $3,034 | $4,411-31.2% | $6,276-51.7% | $4,296-29.4% |
| Admin fee / account holder | $864 | $7,191-88.0% | $10,363-91.7% | $6,918-87.5% |