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 | $117,716 | $95,803+22.9% | $113,168+4.0% | $84,808+38.8% |
| Participation rate | 58.5% | 72.9%-14.3pp | 76.6%-18.0pp | 68.3%-9.8pp |
| Annual return | 14.48% | 25.00%-10.5pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,120 | $2,360-10.2% | $2,975-28.7% | $2,631-19.4% |
| Participant deferral / active EE | $5,356 | $4,242+26.3% | $5,107+4.9% | $4,212+27.2% |
| Admin fee / account holder | $5,012 | $8,989-44.2% | $12,068-58.5% | $7,344-31.7% |