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 | $93,246 | $49,915+86.8% | $154,803-39.8% | $74,304+25.5% |
| Participation rate | 53.5% | 54.0%-0.4pp | 78.1%-24.5pp | 60.3%-6.8pp |
| Annual return | 19.22% | 34.06%-14.8pp | 58.88%-39.7pp | 29.43%-10.2pp |
| Employer contribution / active EE | $1,927 | $1,611+19.6% | $4,305-55.2% | $2,241-14.0% |
| Participant deferral / active EE | $3,085 | $2,255+36.8% | $5,540-44.3% | $3,767-18.1% |
| Admin fee / account holder | $6,566 | $2,189+200.0% | $14,329-54.2% | $2,969+121.2% |