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 | $126,588 | $78,705+60.8% | $117,854+7.4% | $70,131+80.5% |
| Participation rate | 64.4% | 73.2%-8.7pp | 79.7%-15.2pp | 69.5%-5.1pp |
| Annual return | 14.19% | 23.30%-9.1pp | 335.08%-320.9pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,712 | $2,223-23.0% | $3,786-54.8% | $2,342-26.9% |
| Participant deferral / active EE | $2,111 | $3,297-36.0% | $4,482-52.9% | $3,332-36.6% |
| Admin fee / account holder | $8,742 | $5,065+72.6% | $8,020+9.0% | $4,645+88.2% |