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 | $108,284 | $81,460+32.9% | $103,333+4.8% | $80,856+33.9% |
| Participation rate | 25.4% | 66.8%-41.4pp | 74.5%-49.1pp | 67.6%-42.2pp |
| Annual return | 11.37% | 25.55%-14.2pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,153 | $3,105-62.9% | $3,868-70.2% | $2,755-58.2% |
| Participant deferral / active EE | $2,663 | $3,869-31.2% | $5,057-47.3% | $4,296-38.0% |
| Admin fee / account holder | $7,214 | $6,566+9.9% | $8,355-13.7% | $6,918+4.3% |