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 | $114,764 | $101,724+12.8% | $164,813-30.4% | $80,856+41.9% |
| Participation rate | 67.2% | 71.8%-4.6pp | 78.6%-11.4pp | 67.6%-0.5pp |
| Annual return | 13.78% | 16.72%-2.9pp | 69.93%-56.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,623 | $2,953+22.7% | $4,341-16.5% | $2,755+31.5% |
| Participant deferral / active EE | $6,975 | $4,477+55.8% | $6,031+15.6% | $4,296+62.4% |
| Admin fee / account holder | $9,040 | $8,227+9.9% | $12,690-28.8% | $6,918+30.7% |