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 | $127,753 | $80,717+58.3% | $154,803-17.5% | $84,808+50.6% |
| Participation rate | 58.5% | 66.8%-8.3pp | 78.1%-19.5pp | 68.3%-9.8pp |
| Annual return | 13.69% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,614 | $2,761-5.3% | $4,305-39.3% | $2,631-0.6% |
| Participant deferral / active EE | $2,122 | $3,303-35.8% | $5,540-61.7% | $4,212-49.6% |
| Admin fee / account holder | $1,830 | $6,746-72.9% | $14,329-87.2% | $7,344-75.1% |