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 | $113,261 | $57,541+96.8% | $95,745+18.3% | $75,163+50.7% |
| Participation rate | 45.7% | 62.5%-16.8pp | 72.3%-26.6pp | 67.2%-21.5pp |
| Annual return | 16.38% | 34.93%-18.6pp | 28.35%-12.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,011 | $1,808-44.1% | $2,835-64.3% | $2,670-62.1% |
| Participant deferral / active EE | $2,578 | $3,074-16.1% | $4,245-39.3% | $4,125-37.5% |
| Admin fee / account holder | $5,789 | $4,099+41.2% | $5,678+1.9% | $5,651+2.4% |