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 | $125,483 | $81,248+54.4% | $155,509-19.3% | $80,856+55.2% |
| Participation rate | 68.0% | 66.2%+1.8pp | 78.2%-10.2pp | 67.6%+0.4pp |
| Annual return | 14.39% | 33.31%-18.9pp | 64.67%-50.3pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,195 | $3,100-29.2% | $4,672-53.0% | $2,755-20.3% |
| Participant deferral / active EE | $4,839 | $3,452+40.2% | $5,626-14.0% | $4,296+12.7% |
| Admin fee / account holder | $2,906 | $7,997-63.7% | $15,912-81.7% | $6,918-58.0% |