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 | $193,979 | $131,893+47.1% | $303,047-36.0% | $116,875+66.0% |
| Participation rate | 58.7% | 79.5%-20.8pp | 87.1%-28.4pp | 74.5%-15.8pp |
| Annual return | 12.43% | 15.41%-3.0pp | 2.47%+10.0pp | 16.29%-3.9pp |
| Employer contribution / active EE | $2,730 | $3,467-21.2% | $7,418-63.2% | $3,288-17.0% |
| Participant deferral / active EE | $5,235 | $4,183+25.1% | $5,070+3.3% | $3,885+34.7% |
| Admin fee / account holder | $14,046 | $14,721-4.6% | $39,333-64.3% | $12,263+14.5% |