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 | $115,875 | $78,422+47.8% | $95,952+20.8% | $79,858+45.1% |
| Participation rate | 68.4% | 73.5%-5.1pp | 77.1%-8.7pp | 69.6%-1.2pp |
| Annual return | 18.78% | 19.37%-0.6pp | 91.61%-72.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,008 | $1,945+3.2% | $2,541-21.0% | $2,471-18.8% |
| Participant deferral / active EE | $4,352 | $3,440+26.5% | $4,167+4.4% | $3,740+16.3% |
| Admin fee / account holder | $3,637 | $5,622-35.3% | $6,795-46.5% | $5,306-31.5% |