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 | $117,179 | $59,101+98.3% | $77,163+51.9% | $75,163+55.9% |
| Participation rate | 60.5% | 63.9%-3.4pp | 69.6%-9.1pp | 67.2%-6.7pp |
| Annual return | 40.36% | 26.71%+13.6pp | 37.87%+2.5pp | 160.62%-120.3pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,373 | $2,999+12.5% | $3,833-12.0% | $4,125-18.2% |
| Admin fee / account holder | $4,997 | $4,774+4.7% | $5,472-8.7% | $5,651-11.6% |