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 | $122,077 | $53,777+127.0% | $134,143-9.0% | $79,858+52.9% |
| Participation rate | 53.2% | 58.8%-5.6pp | 72.2%-19.0pp | 69.6%-16.4pp |
| Annual return | 23.79% | 19.01%+4.8pp | 36.33%-12.5pp | 31.71%-7.9pp |
| Employer contribution / active EE | $1,595 | $1,321+20.7% | $3,704-56.9% | $2,471-35.4% |
| Participant deferral / active EE | $4,228 | $2,420+74.7% | $3,499+20.8% | $3,740+13.0% |
| Admin fee / account holder | $12,540 | $3,984+214.7% | $6,684+87.6% | $5,306+136.3% |