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 | $89,130 | $58,512+52.3% | $84,015+6.1% | $72,985+22.1% |
| Participation rate | 48.4% | 61.2%-12.8pp | 69.0%-20.6pp | 69.5%-21.1pp |
| Annual return | 18.06% | 28.93%-10.9pp | 71.31%-53.3pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,682 | $1,163+44.7% | $1,983-15.2% | $2,440-31.0% |
| Participant deferral / active EE | $3,656 | $2,394+52.7% | $3,239+12.9% | $3,607+1.3% |
| Admin fee / account holder | $2,744 | $4,569-39.9% | $6,101-55.0% | $5,124-46.5% |