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 | $120,084 | $96,557+24.4% | $80,975+48.3% | $273,961-56.2% |
| Participation rate | 60.0% | 79.1%-19.1pp | 75.8%-15.8pp | 83.0%-23.0pp |
| Annual return | 6.31% | 15.14%-8.8pp | 17.10%-10.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,201 | $4,868-75.3% | $3,714-67.7% | $4,869-75.3% |
| Participant deferral / active EE | $4,186 | $6,598-36.5% | $5,696-26.5% | $5,287-20.8% |
| Admin fee / account holder | $1,082 | $7,492-85.6% | $5,516-80.4% | $10,132-89.3% |