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 | $121,468 | $78,422+54.9% | $95,952+26.6% | $79,858+52.1% |
| Participation rate | 67.9% | 73.5%-5.6pp | 77.1%-9.2pp | 69.6%-1.7pp |
| Annual return | 18.22% | 19.37%-1.2pp | 91.61%-73.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,204 | $1,945+13.3% | $2,541-13.3% | $2,471-10.8% |
| Participant deferral / active EE | $4,355 | $3,440+26.6% | $4,167+4.5% | $3,740+16.4% |
| Admin fee / account holder | $2,956 | $5,622-47.4% | $6,795-56.5% | $5,306-44.3% |