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 | $128,068 | $95,803+33.7% | $113,168+13.2% | $84,808+51.0% |
| Participation rate | 68.9% | 72.9%-4.0pp | 76.6%-7.7pp | 68.3%+0.6pp |
| Annual return | 13.97% | 25.00%-11.0pp | 24.27%-10.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,343 | $2,360-43.1% | $2,975-54.9% | $2,631-48.9% |
| Participant deferral / active EE | $12,747 | $4,242+200.5% | $5,107+149.6% | $4,212+202.7% |
| Admin fee / account holder | $4,580 | $8,989-49.0% | $12,068-62.0% | $7,344-37.6% |