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 | $135,844 | $86,929+56.3% | $102,423+32.6% | $80,856+68.0% |
| Participation rate | 68.5% | 72.4%-3.8pp | 76.5%-8.0pp | 67.6%+0.9pp |
| Annual return | 10.65% | 18.88%-8.2pp | 29.32%-18.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,900 | $2,369+22.4% | $3,023-4.1% | $2,755+5.3% |
| Participant deferral / active EE | $5,666 | $4,118+37.6% | $5,053+12.1% | $4,296+31.9% |
| Admin fee / account holder | $8,396 | $8,049+4.3% | $9,451-11.2% | $6,918+21.4% |