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 | $113,811 | $80,968+40.6% | $96,544+17.9% | $75,163+51.4% |
| Participation rate | 68.0% | 71.8%-3.8pp | 76.0%-8.0pp | 67.2%+0.8pp |
| Annual return | 15.16% | 27.06%-11.9pp | 25.84%-10.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,950 | $2,282+29.3% | $2,965-0.5% | $2,670+10.5% |
| Participant deferral / active EE | $6,168 | $3,928+57.0% | $4,851+27.2% | $4,125+49.5% |
| Admin fee / account holder | $32,347 | $6,724+381.1% | $8,252+292.0% | $5,651+472.4% |