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 | $155,715 | $81,460+91.2% | $103,333+50.7% | $80,856+92.6% |
| Participation rate | 60.0% | 66.8%-6.8pp | 74.5%-14.5pp | 67.6%-7.6pp |
| Annual return | 16.02% | 25.55%-9.5pp | 24.88%-8.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,050 | $3,105-66.2% | $3,868-72.8% | $2,755-61.9% |
| Participant deferral / active EE | $6,364 | $3,869+64.5% | $5,057+25.8% | $4,296+48.2% |
| Admin fee / account holder | $8,122 | $6,566+23.7% | $8,355-2.8% | $6,918+17.4% |