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 | $97,982 | $49,227+99.0% | $70,449+39.1% | $79,858+22.7% |
| Participation rate | 66.2% | 69.2%-3.0pp | 75.1%-8.9pp | 69.6%-3.5pp |
| Annual return | 21.07% | 30.06%-9.0pp | 109.03%-88.0pp | 31.71%-10.6pp |
| Employer contribution / active EE | $2,265 | $2,099+7.9% | $2,737-17.2% | $2,471-8.3% |
| Participant deferral / active EE | $3,994 | $2,768+44.3% | $3,709+7.7% | $3,740+6.8% |
| Admin fee / account holder | $16,064 | $2,878+458.1% | $3,845+317.8% | $5,306+202.7% |