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 | $118,186 | $94,625+24.9% | $116,228+1.7% | $84,808+39.4% |
| Participation rate | 58.3% | 70.4%-12.1pp | 74.6%-16.2pp | 68.3%-10.0pp |
| Annual return | 14.08% | 20.40%-6.3pp | 90.06%-76.0pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,526 | $2,347+7.6% | $2,994-15.7% | $2,631-4.0% |
| Participant deferral / active EE | $4,138 | $3,972+4.2% | $4,953-16.5% | $4,212-1.7% |
| Admin fee / account holder | $39,747 | $10,091+293.9% | $11,989+231.5% | $7,344+441.2% |