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 | $109,245 | $56,053+94.9% | $75,972+43.8% | $80,856+35.1% |
| Participation rate | 49.4% | 62.0%-12.7pp | 69.1%-19.7pp | 67.6%-18.3pp |
| Annual return | 10.39% | 20.53%-10.1pp | 359.55%-349.2pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,273 | $1,874+21.3% | $2,685-15.4% | $2,755-17.5% |
| Participant deferral / active EE | $4,694 | $3,052+53.8% | $4,255+10.3% | $4,296+9.3% |
| Admin fee / account holder | $6,373 | $5,234+21.8% | $6,467-1.4% | $6,918-7.9% |