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 | $116,897 | $109,413+6.8% | $156,263-25.2% | $84,808+37.8% |
| Participation rate | 56.8% | 72.7%-15.9pp | 78.9%-22.1pp | 68.3%-11.5pp |
| Annual return | 26.74% | 20.18%+6.6pp | 59.47%-32.7pp | 40.90%-14.2pp |
| Employer contribution / active EE | $2,297 | $2,907-21.0% | $4,333-47.0% | $2,631-12.7% |
| Participant deferral / active EE | $5,066 | $4,590+10.4% | $6,158-17.7% | $4,212+20.3% |
| Admin fee / account holder | $14,867 | $9,357+58.9% | $14,255+4.3% | $7,344+102.4% |