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 | $105,565 | $67,606+56.1% | $82,313+28.2% | $70,131+50.5% |
| Participation rate | 60.4% | 72.8%-12.4pp | 76.9%-16.5pp | 69.5%-9.2pp |
| Annual return | 17.00% | 21.57%-4.6pp | 25.88%-8.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,143 | $1,755+22.1% | $2,428-11.7% | $2,342-8.5% |
| Participant deferral / active EE | $4,381 | $2,987+46.7% | $3,706+18.2% | $3,332+31.5% |
| Admin fee / account holder | $9,850 | $4,512+118.3% | $5,608+75.6% | $4,645+112.0% |