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 | $136,352 | $81,460+67.4% | $103,333+32.0% | $80,856+68.6% |
| Participation rate | 35.4% | 66.8%-31.4pp | 74.5%-39.1pp | 67.6%-32.2pp |
| Annual return | 17.57% | 25.55%-8.0pp | 24.88%-7.3pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,517 | $3,105-18.9% | $3,868-34.9% | $2,755-8.6% |
| Participant deferral / active EE | $4,555 | $3,869+17.7% | $5,057-9.9% | $4,296+6.0% |
| Admin fee / account holder | $9,121 | $6,566+38.9% | $8,355+9.2% | $6,918+31.8% |