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 | $138,430 | $81,460+69.9% | $103,333+34.0% | $80,856+71.2% |
| Participation rate | 62.8% | 66.8%-4.0pp | 74.5%-11.7pp | 67.6%-4.8pp |
| Annual return | 13.13% | 25.55%-12.4pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,807 | $3,105-9.6% | $3,868-27.4% | $2,755+1.9% |
| Participant deferral / active EE | $6,223 | $3,869+60.9% | $5,057+23.1% | $4,296+44.9% |
| Admin fee / account holder | $9,914 | $6,566+51.0% | $8,355+18.7% | $6,918+43.3% |