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 | $114,681 | $77,314+48.3% | $177,989-35.6% | $80,856+41.8% |
| Participation rate | 60.6% | 65.7%-5.1pp | 77.1%-16.5pp | 67.6%-7.0pp |
| Annual return | 19.35% | 18.09%+1.3pp | 294.48%-275.1pp | 35.59%-16.2pp |
| Employer contribution / active EE | $3,046 | $2,292+32.9% | $3,949-22.8% | $2,755+10.6% |
| Participant deferral / active EE | $8,588 | $4,411+94.7% | $6,276+36.8% | $4,296+99.9% |
| Admin fee / account holder | $6,772 | $7,191-5.8% | $10,363-34.6% | $6,918-2.1% |