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 | $136,870 | $81,460+68.0% | $103,333+32.5% | $80,856+69.3% |
| Participation rate | 48.6% | 66.8%-18.2pp | 74.5%-25.9pp | 67.6%-19.0pp |
| Annual return | 16.90% | 25.55%-8.6pp | 24.88%-8.0pp | 35.59%-18.7pp |
| Employer contribution / active EE | $10,286 | $3,105+231.3% | $3,868+165.9% | $2,755+273.4% |
| Participant deferral / active EE | $16,948 | $3,869+338.1% | $5,057+235.1% | $4,296+294.5% |
| Admin fee / account holder | $2,752 | $6,566-58.1% | $8,355-67.1% | $6,918-60.2% |