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 | $113,249 | $58,828+92.5% | $77,999+45.2% | $62,891+80.1% |
| Participation rate | 64.6% | 71.1%-6.4pp | 75.5%-10.9pp | 69.3%-4.7pp |
| Annual return | 5.87% | 17.16%-11.3pp | 425.96%-420.1pp | 20.14%-14.3pp |
| Employer contribution / active EE | $575 | $1,672-65.6% | $2,470-76.7% | $2,281-74.8% |
| Participant deferral / active EE | $3,436 | $2,686+28.0% | $3,497-1.7% | $3,203+7.3% |
| Admin fee / account holder | $4,279 | $4,393-2.6% | $5,480-21.9% | $4,296-0.4% |