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 | $118,060 | $91,552+29.0% | $133,956-11.9% | $79,858+47.8% |
| Participation rate | 64.0% | 73.3%-9.3pp | 79.8%-15.8pp | 69.6%-5.6pp |
| Annual return | 19.69% | 61.85%-42.2pp | 45.09%-25.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,348 | $2,384-43.5% | $3,919-65.6% | $2,471-45.5% |
| Participant deferral / active EE | $3,588 | $3,733-3.9% | $5,048-28.9% | $3,740-4.1% |
| Admin fee / account holder | $4,935 | $6,321-21.9% | $8,927-44.7% | $5,306-7.0% |