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 | $101,523 | $71,050+42.9% | $93,606+8.5% | $80,856+25.6% |
| Participation rate | 67.6% | 60.4%+7.2pp | 68.7%-1.2pp | 67.6%-0.1pp |
| Annual return | 22.98% | 11.26%+11.7pp | 133.20%-110.2pp | 35.59%-12.6pp |
| Employer contribution / active EE | $1,428 | $1,564-8.7% | $2,420-41.0% | $2,755-48.2% |
| Participant deferral / active EE | $5,710 | $4,034+41.6% | $4,411+29.5% | $4,296+32.9% |
| Admin fee / account holder | $4,128 | $6,945-40.6% | $8,285-50.2% | $6,918-40.3% |