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 | $102,638 | $78,422+30.9% | $95,952+7.0% | $79,858+28.5% |
| Participation rate | 44.4% | 73.5%-29.0pp | 77.1%-32.6pp | 69.6%-25.2pp |
| Annual return | 16.40% | 19.37%-3.0pp | 91.61%-75.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,421 | $1,945+24.4% | $2,541-4.7% | $2,471-2.0% |
| Participant deferral / active EE | $5,579 | $3,440+62.2% | $4,167+33.9% | $3,740+49.2% |
| Admin fee / account holder | $11,984 | $5,622+113.2% | $6,795+76.4% | $5,306+125.8% |