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 | $125,408 | $78,422+59.9% | $95,952+30.7% | $79,858+57.0% |
| Participation rate | 50.9% | 73.5%-22.6pp | 77.1%-26.2pp | 69.6%-18.8pp |
| Annual return | 15.98% | 19.37%-3.4pp | 91.61%-75.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,332 | $1,945+19.9% | $2,541-8.2% | $2,471-5.6% |
| Participant deferral / active EE | $4,465 | $3,440+29.8% | $4,167+7.2% | $3,740+19.4% |
| Admin fee / account holder | $10,831 | $5,622+92.6% | $6,795+59.4% | $5,306+104.1% |