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 | $93,993 | $65,041+44.5% | $90,951+3.3% | $79,858+17.7% |
| Participation rate | 63.7% | 61.6%+2.1pp | 69.0%-5.3pp | 69.6%-5.9pp |
| Annual return | 12.15% | 30.45%-18.3pp | 134.60%-122.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $786 | $1,247-37.0% | $2,122-63.0% | $2,471-68.2% |
| Participant deferral / active EE | $3,197 | $2,512+27.3% | $3,373-5.2% | $3,740-14.5% |
| Admin fee / account holder | $9,094 | $4,536+100.5% | $5,959+52.6% | $5,306+71.4% |