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 | $123,598 | $74,927+65.0% | $101,794+21.4% | $84,808+45.7% |
| Participation rate | 57.5% | 61.4%-3.9pp | 69.2%-11.7pp | 68.3%-10.8pp |
| Annual return | 16.13% | 18.70%-2.6pp | 30.53%-14.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,027 | $1,522+33.2% | $2,289-11.4% | $2,631-22.9% |
| Participant deferral / active EE | $5,878 | $3,099+89.7% | $4,084+43.9% | $4,212+39.6% |
| Admin fee / account holder | $2,864 | $6,514-56.0% | $8,777-67.4% | $7,344-61.0% |