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 | $115,477 | $99,341+16.2% | $84,750+36.3% | $273,961-57.8% |
| Participation rate | 61.5% | 80.7%-19.2pp | 76.6%-15.1pp | 83.0%-21.5pp |
| Annual return | 5.92% | 22.93%-17.0pp | 22.78%-16.9pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,211 | $4,214-71.2% | $3,574-66.1% | $4,869-75.1% |
| Participant deferral / active EE | $3,924 | $4,269-8.1% | $3,712+5.7% | $5,287-25.8% |
| Admin fee / account holder | $12,777 | $6,644+92.3% | $5,332+139.6% | $10,132+26.1% |