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 | $105,606 | $68,547+54.1% | $120,354-12.3% | $80,856+30.6% |
| Participation rate | 59.0% | 61.6%-2.6pp | 71.9%-12.9pp | 67.6%-8.7pp |
| Annual return | 11.90% | 23.60%-11.7pp | 107.15%-95.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,686 | $2,051+79.7% | $3,463+6.5% | $2,755+33.8% |
| Participant deferral / active EE | $6,410 | $3,173+102.0% | $4,991+28.4% | $4,296+49.2% |
| Admin fee / account holder | $15,735 | $5,732+174.5% | $9,423+67.0% | $6,918+127.5% |