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 | $125,355 | $71,050+76.4% | $93,606+33.9% | $80,856+55.0% |
| Participation rate | 61.6% | 60.4%+1.2pp | 68.7%-7.1pp | 67.6%-6.0pp |
| Annual return | 14.04% | 11.26%+2.8pp | 133.20%-119.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,409 | $1,564-9.9% | $2,420-41.8% | $2,755-48.8% |
| Participant deferral / active EE | $4,419 | $4,034+9.5% | $4,411+0.2% | $4,296+2.9% |
| Admin fee / account holder | $35,380 | $6,945+409.5% | $8,285+327.0% | $6,918+411.4% |