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 | $112,356 | $78,672+42.8% | $109,143+2.9% | $85,850+30.9% |
| Participation rate | 44.2% | 68.3%-24.0pp | 75.9%-31.6pp | 69.3%-25.1pp |
| Annual return | 19.47% | 25.09%-5.6pp | 25.75%-6.3pp | 318.53%-299.1pp |
| Employer contribution / active EE | $2,123 | $2,735-22.4% | $3,722-43.0% | $2,565-17.2% |
| Participant deferral / active EE | $4,155 | $3,467+19.8% | $4,653-10.7% | $3,952+5.1% |
| Admin fee / account holder | $4,053 | $5,469-25.9% | $6,752-40.0% | $6,260-35.3% |