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 | $125,002 | $65,041+92.2% | $90,951+37.4% | $79,858+56.5% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 15.34% | 30.45%-15.1pp | 134.60%-119.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,168 | $1,247-6.4% | $2,122-45.0% | $2,471-52.7% |
| Participant deferral / active EE | $1,998 | $2,512-20.5% | $3,373-40.8% | $3,740-46.6% |
| Admin fee / account holder | $5,915 | $4,536+30.4% | $5,959-0.7% | $5,306+11.5% |