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 | $127,972 | $81,248+57.5% | $155,509-17.7% | $80,856+58.3% |
| Participation rate | 61.1% | 66.2%-5.1pp | 78.2%-17.1pp | 67.6%-6.5pp |
| Annual return | 12.85% | 33.31%-20.5pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,099 | $3,100-32.3% | $4,672-55.1% | $2,755-23.8% |
| Participant deferral / active EE | $4,509 | $3,452+30.6% | $5,626-19.9% | $4,296+5.0% |
| Admin fee / account holder | $635 | $7,997-92.1% | $15,912-96.0% | $6,918-90.8% |