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 | $132,931 | $83,477+59.2% | $125,175+6.2% | $72,985+82.1% |
| Participation rate | 56.3% | 73.3%-17.1pp | 79.8%-23.5pp | 69.5%-13.2pp |
| Annual return | 19.56% | 25.78%-6.2pp | 43.79%-24.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,136 | $2,345-51.6% | $3,865-70.6% | $2,440-53.4% |
| Participant deferral / active EE | $4,912 | $3,585+37.0% | $4,937-0.5% | $3,607+36.2% |
| Admin fee / account holder | $3,066 | $5,517-44.4% | $9,702-68.4% | $5,124-40.2% |