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 | $118,440 | $89,753+32.0% | $107,525+10.2% | $84,808+39.7% |
| Participation rate | 46.9% | 68.1%-21.2pp | 75.1%-28.2pp | 68.3%-21.4pp |
| Annual return | 16.48% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,428 | $3,113-54.1% | $3,754-61.9% | $2,631-45.7% |
| Participant deferral / active EE | $3,536 | $4,056-12.8% | $5,116-30.9% | $4,212-16.1% |
| Admin fee / account holder | $2,175 | $7,222-69.9% | $8,919-75.6% | $7,344-70.4% |