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 | $105,491 | $72,012+46.5% | $185,823-43.2% | $79,858+32.1% |
| Participation rate | 60.0% | 65.8%-5.8pp | 78.0%-18.0pp | 69.6%-9.6pp |
| Annual return | 18.80% | 23.12%-4.3pp | 35.95%-17.2pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,145 | $1,965+9.2% | $4,087-47.5% | $2,471-13.2% |
| Participant deferral / active EE | $4,080 | $3,779+8.0% | $5,632-27.6% | $3,740+9.1% |
| Admin fee / account holder | $406 | $4,513-91.0% | $9,500-95.7% | $5,306-92.3% |