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 | $136,510 | $87,013+56.9% | $106,213+28.5% | $80,856+68.8% |
| Participation rate | 59.3% | 70.4%-11.2pp | 75.3%-16.0pp | 67.6%-8.4pp |
| Annual return | 12.48% | 17.05%-4.6pp | 116.14%-103.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,208 | $2,395-7.8% | $3,171-30.4% | $2,755-19.8% |
| Participant deferral / active EE | $7,206 | $3,986+80.8% | $5,016+43.7% | $4,296+67.8% |
| Admin fee / account holder | $1,921 | $8,431-77.2% | $11,033-82.6% | $6,918-72.2% |