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 | $135,976 | $81,460+66.9% | $103,333+31.6% | $80,856+68.2% |
| Participation rate | 40.7% | 66.8%-26.1pp | 74.5%-33.8pp | 67.6%-26.9pp |
| Annual return | 16.13% | 25.55%-9.4pp | 24.88%-8.8pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,095 | $3,105-64.7% | $3,868-71.7% | $2,755-60.2% |
| Participant deferral / active EE | $2,727 | $3,869-29.5% | $5,057-46.1% | $4,296-36.5% |
| Admin fee / account holder | $8,462 | $6,566+28.9% | $8,355+1.3% | $6,918+22.3% |