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 | $136,901 | $95,803+42.9% | $113,168+21.0% | $84,808+61.4% |
| Participation rate | 65.7% | 72.9%-7.2pp | 76.6%-10.9pp | 68.3%-2.6pp |
| Annual return | 17.65% | 25.00%-7.4pp | 24.27%-6.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,036 | $2,360-13.7% | $2,975-31.6% | $2,631-22.6% |
| Participant deferral / active EE | $4,614 | $4,242+8.8% | $5,107-9.6% | $4,212+9.6% |
| Admin fee / account holder | $12,750 | $8,989+41.8% | $12,068+5.7% | $7,344+73.6% |