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 | $117,643 | $78,705+49.5% | $117,854-0.2% | $70,131+67.7% |
| Participation rate | 55.7% | 73.2%-17.5pp | 79.7%-24.0pp | 69.5%-13.8pp |
| Annual return | 16.25% | 23.30%-7.0pp | 335.08%-318.8pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,747 | $2,223-21.4% | $3,786-53.9% | $2,342-25.4% |
| Participant deferral / active EE | $2,381 | $3,297-27.8% | $4,482-46.9% | $3,332-28.5% |
| Admin fee / account holder | $1,817 | $5,065-64.1% | $8,020-77.3% | $4,645-60.9% |