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 | $134,561 | $127,065+5.9% | $113,168+18.9% | $142,382-5.5% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 13.34% | 24.03%-10.7pp | 24.27%-10.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,679 | $3,442-22.2% | $2,975-10.0% | $4,299-37.7% |
| Participant deferral / active EE | $5,374 | $5,716-6.0% | $5,107+5.2% | $6,507-17.4% |
| Admin fee / account holder | $19,463 | $15,736+23.7% | $12,068+61.3% | $12,624+54.2% |