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 | $105,571 | $81,460+29.6% | $103,333+2.2% | $80,856+30.6% |
| Participation rate | 62.9% | 66.8%-4.0pp | 74.5%-11.7pp | 67.6%-4.8pp |
| Annual return | 11.94% | 25.55%-13.6pp | 24.88%-12.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,274 | $3,105-26.8% | $3,868-41.2% | $2,755-17.5% |
| Participant deferral / active EE | $5,783 | $3,869+49.5% | $5,057+14.3% | $4,296+34.6% |
| Admin fee / account holder | $17,450 | $6,566+165.7% | $8,355+108.9% | $6,918+152.2% |