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 | $122,580 | $81,460+50.5% | $103,333+18.6% | $80,856+51.6% |
| Participation rate | 58.0% | 66.8%-8.8pp | 74.5%-16.5pp | 67.6%-9.6pp |
| Annual return | 12.19% | 25.55%-13.4pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,647 | $3,105-14.7% | $3,868-31.6% | $2,755-3.9% |
| Participant deferral / active EE | $5,902 | $3,869+52.6% | $5,057+16.7% | $4,296+37.4% |
| Admin fee / account holder | $6,183 | $6,566-5.8% | $8,355-26.0% | $6,918-10.6% |