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 | $131,432 | $95,803+37.2% | $113,168+16.1% | $84,808+55.0% |
| Participation rate | 54.3% | 72.9%-18.6pp | 76.6%-22.3pp | 68.3%-14.0pp |
| Annual return | 15.68% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,844 | $2,360-21.9% | $2,975-38.0% | $2,631-29.9% |
| Participant deferral / active EE | $4,303 | $4,242+1.4% | $5,107-15.7% | $4,212+2.2% |
| Admin fee / account holder | $31,637 | $8,989+252.0% | $12,068+162.2% | $7,344+330.8% |