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 | $115,075 | $71,050+62.0% | $93,606+22.9% | $80,856+42.3% |
| Participation rate | 69.0% | 60.4%+8.6pp | 68.7%+0.3pp | 67.6%+1.4pp |
| Annual return | 13.20% | 11.26%+1.9pp | 133.20%-120.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,180 | $1,564-24.5% | $2,420-51.2% | $2,755-57.2% |
| Participant deferral / active EE | $5,460 | $4,034+35.4% | $4,411+23.8% | $4,296+27.1% |
| Admin fee / account holder | $12,908 | $6,945+85.9% | $8,285+55.8% | $6,918+86.6% |