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 | $98,959 | $67,606+46.4% | $82,313+20.2% | $70,131+41.1% |
| Participation rate | 64.5% | 72.8%-8.3pp | 76.9%-12.4pp | 69.5%-5.0pp |
| Annual return | 15.19% | 21.57%-6.4pp | 25.88%-10.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,582 | $1,755-9.9% | $2,428-34.9% | $2,342-32.5% |
| Participant deferral / active EE | $4,064 | $2,987+36.1% | $3,706+9.7% | $3,332+22.0% |
| Admin fee / account holder | $5,170 | $4,512+14.6% | $5,608-7.8% | $4,645+11.3% |