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 | $136,795 | $99,877+37.0% | $84,966+61.0% | $145,922-6.3% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 8.15% | 83.76%-75.6pp | 66.38%-58.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $905 | $3,231-72.0% | $2,727-66.8% | $4,660-80.6% |
| Participant deferral / active EE | $5,797 | $5,291+9.6% | $4,519+28.3% | $6,688-13.3% |
| Admin fee / account holder | $82,353 | $7,248+1036.2% | $6,149+1239.3% | $13,397+514.7% |