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 | $121,078 | $66,098+83.2% | $101,794+18.9% | $74,304+62.9% |
| Participation rate | 49.5% | 53.8%-4.2pp | 69.2%-19.7pp | 60.3%-10.8pp |
| Annual return | 17.39% | 19.59%-2.2pp | 30.53%-13.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,851 | $1,082+71.2% | $2,289-19.1% | $2,241-17.4% |
| Participant deferral / active EE | $3,273 | $2,781+17.7% | $4,084-19.9% | $3,767-13.1% |
| Admin fee / account holder | $1,231 | $4,146-70.3% | $8,777-86.0% | $2,969-58.5% |