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 | $108,191 | $68,719+57.4% | $91,541+18.2% | $84,808+27.6% |
| Participation rate | 58.8% | 64.5%-5.7pp | 69.8%-11.0pp | 68.3%-9.5pp |
| Annual return | 16.10% | 19.12%-3.0pp | 20.50%-4.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,488 | $1,920-22.5% | $2,505-40.6% | $2,631-43.5% |
| Participant deferral / active EE | $3,221 | $3,136+2.7% | $4,008-19.6% | $4,212-23.5% |
| Admin fee / account holder | $7,369 | $5,786+27.4% | $6,956+5.9% | $7,344+0.3% |