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 | $132,147 | $95,803+37.9% | $113,168+16.8% | $84,808+55.8% |
| Participation rate | 64.3% | 72.9%-8.6pp | 76.6%-12.3pp | 68.3%-4.0pp |
| Annual return | 16.79% | 25.00%-8.2pp | 24.27%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,541 | $2,360-34.7% | $2,975-48.2% | $2,631-41.4% |
| Participant deferral / active EE | $5,631 | $4,242+32.7% | $5,107+10.3% | $4,212+33.7% |
| Admin fee / account holder | $8,405 | $8,989-6.5% | $12,068-30.3% | $7,344+14.5% |