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 | $87,020 | $41,377+110.3% | $109,313-20.4% | $62,891+38.4% |
| Participation rate | 57.7% | 57.5%+0.2pp | 71.3%-13.6pp | 69.3%-11.6pp |
| Annual return | 13.85% | 11.05%+2.8pp | 22.07%-8.2pp | 20.14%-6.3pp |
| Employer contribution / active EE | $2,178 | $1,276+70.7% | $3,892-44.0% | $2,281-4.5% |
| Participant deferral / active EE | $4,599 | $2,045+124.9% | $3,166+45.2% | $3,203+43.6% |
| Admin fee / account holder | $14,159 | $2,884+390.9% | $5,666+149.9% | $4,296+229.6% |