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 | $120,518 | $81,460+47.9% | $103,333+16.6% | $80,856+49.1% |
| Participation rate | 64.9% | 66.8%-2.0pp | 74.5%-9.6pp | 67.6%-2.8pp |
| Annual return | 13.76% | 25.55%-11.8pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,500 | $3,105-51.7% | $3,868-61.2% | $2,755-45.5% |
| Participant deferral / active EE | $4,056 | $3,869+4.8% | $5,057-19.8% | $4,296-5.6% |
| Admin fee / account holder | $16,763 | $6,566+155.3% | $8,355+100.6% | $6,918+142.3% |