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 | $104,949 | $81,248+29.2% | $155,509-32.5% | $80,856+29.8% |
| Participation rate | 67.1% | 66.2%+0.9pp | 78.2%-11.1pp | 67.6%-0.5pp |
| Annual return | 12.86% | 33.31%-20.4pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,044 | $3,100-34.1% | $4,672-56.3% | $2,755-25.8% |
| Participant deferral / active EE | $8,989 | $3,452+160.4% | $5,626+59.8% | $4,296+109.2% |
| Admin fee / account holder | $3,099 | $7,997-61.3% | $15,912-80.5% | $6,918-55.2% |