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 | $129,717 | $106,515+21.8% | $96,683+34.2% | $139,434-7.0% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | 12.51% | 38.43%-25.9pp | 35.69%-23.2pp | 372.94%-360.4pp |
| Employer contribution / active EE | $2,864 | $4,103-30.2% | $3,737-23.3% | $4,751-39.7% |
| Participant deferral / active EE | $5,174 | $5,454-5.1% | $4,878+6.1% | $6,710-22.9% |
| Admin fee / account holder | $10,589 | $7,877+34.4% | $6,730+57.4% | $11,403-7.1% |