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 | $133,953 | $76,552+75.0% | $123,892+8.1% | $62,891+113.0% |
| Participation rate | 58.0% | 73.0%-15.0pp | 81.4%-23.5pp | 69.3%-11.4pp |
| Annual return | 7.96% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,721 | $2,883-5.6% | $4,617-41.1% | $2,281+19.3% |
| Participant deferral / active EE | $7,287 | $4,840+50.6% | $5,984+21.8% | $3,203+127.5% |
| Admin fee / account holder | $23,137 | $4,826+379.5% | $8,357+176.9% | $4,296+438.6% |