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 | $129,891 | $95,803+35.6% | $113,168+14.8% | $84,808+53.2% |
| Participation rate | 62.7% | 72.9%-10.2pp | 76.6%-13.9pp | 68.3%-5.6pp |
| Annual return | 16.26% | 25.00%-8.7pp | 24.27%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,147 | $2,360+33.3% | $2,975+5.8% | $2,631+19.6% |
| Participant deferral / active EE | $7,517 | $4,242+77.2% | $5,107+47.2% | $4,212+78.5% |
| Admin fee / account holder | $43,943 | $8,989+388.9% | $12,068+264.1% | $7,344+498.4% |