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 | $128,660 | $65,395+96.7% | $182,532-29.5% | $72,985+76.3% |
| Participation rate | 43.3% | 65.4%-22.1pp | 78.0%-34.6pp | 69.5%-26.2pp |
| Annual return | 20.03% | 27.68%-7.7pp | 148.54%-128.5pp | 81.00%-61.0pp |
| Employer contribution / active EE | $569 | $1,911-70.2% | $4,076-86.0% | $2,440-76.7% |
| Participant deferral / active EE | $1,930 | $3,563-45.8% | $5,524-65.1% | $3,607-46.5% |
| Admin fee / account holder | $5,940 | $4,245+39.9% | $8,592-30.9% | $5,124+15.9% |