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 | $128,236 | $101,724+26.1% | $164,813-22.2% | $80,856+58.6% |
| Participation rate | 39.0% | 71.8%-32.8pp | 78.6%-39.6pp | 67.6%-28.6pp |
| Annual return | 12.92% | 16.72%-3.8pp | 69.93%-57.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,123 | $2,953-28.1% | $4,341-51.1% | $2,755-22.9% |
| Participant deferral / active EE | $3,890 | $4,477-13.1% | $6,031-35.5% | $4,296-9.4% |
| Admin fee / account holder | $19,541 | $8,227+137.5% | $12,690+54.0% | $6,918+182.5% |