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 | $97,838 | $65,041+50.4% | $90,951+7.6% | $79,858+22.5% |
| Participation rate | 53.4% | 61.6%-8.2pp | 69.0%-15.6pp | 69.6%-16.2pp |
| Annual return | 19.74% | 30.45%-10.7pp | 134.60%-114.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $919 | $1,247-26.3% | $2,122-56.7% | $2,471-62.8% |
| Participant deferral / active EE | $2,388 | $2,512-4.9% | $3,373-29.2% | $3,740-36.2% |
| Admin fee / account holder | $3,774 | $4,536-16.8% | $5,959-36.7% | $5,306-28.9% |