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 | $117,485 | $64,480+82.2% | $81,382+44.4% | $80,856+45.3% |
| Participation rate | 63.9% | 63.9%0pp | 69.5%-5.6pp | 67.6%-3.7pp |
| Annual return | 13.42% | 16.34%-2.9pp | 24.73%-11.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,611 | $1,978+32.0% | $2,463+6.0% | $2,755-5.2% |
| Participant deferral / active EE | $5,914 | $3,094+91.2% | $3,883+52.3% | $4,296+37.7% |
| Admin fee / account holder | $18,794 | $5,671+231.4% | $5,768+225.8% | $6,918+171.7% |