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 | $90,027 | $62,132+44.9% | $185,823-51.6% | $73,488+22.5% |
| Participation rate | 52.4% | 67.8%-15.4pp | 78.0%-25.6pp | 70.7%-18.3pp |
| Annual return | 20.16% | 20.44%-0.3pp | 35.95%-15.8pp | 28.51%-8.4pp |
| Employer contribution / active EE | $1,280 | $1,681-23.9% | $4,087-68.7% | $2,270-43.6% |
| Participant deferral / active EE | $2,847 | $3,711-23.3% | $5,632-49.4% | $3,740-23.9% |
| Admin fee / account holder | $404 | $419-3.6% | $9,500-95.8% | $513-21.4% |