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 | $136,830 | $95,803+42.8% | $113,168+20.9% | $84,808+61.3% |
| Participation rate | 56.8% | 72.9%-16.0pp | 76.6%-19.7pp | 68.3%-11.5pp |
| Annual return | 12.85% | 25.00%-12.2pp | 24.27%-11.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,441 | $2,360-38.9% | $2,975-51.6% | $2,631-45.2% |
| Participant deferral / active EE | $3,370 | $4,242-20.6% | $5,107-34.0% | $4,212-20.0% |
| Admin fee / account holder | $9,714 | $8,989+8.1% | $12,068-19.5% | $7,344+32.3% |