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 | $79,613 | $51,175+55.6% | $70,515+12.9% | $75,163+5.9% |
| Participation rate | 58.2% | 60.9%-2.8pp | 68.3%-10.2pp | 67.2%-9.0pp |
| Annual return | 17.71% | 30.02%-12.3pp | 32.77%-15.1pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,346 | $1,826-26.3% | $2,973-54.7% | $2,670-49.6% |
| Participant deferral / active EE | $3,076 | $2,849+8.0% | $4,567-32.6% | $4,125-25.4% |
| Admin fee / account holder | $12,735 | $4,091+211.3% | $6,412+98.6% | $5,651+125.4% |