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 | $122,431 | $56,053+118.4% | $75,972+61.2% | $80,856+51.4% |
| Participation rate | 64.8% | 62.0%+2.8pp | 69.1%-4.2pp | 67.6%-2.8pp |
| Annual return | 12.83% | 20.53%-7.7pp | 359.55%-346.7pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,644 | $1,874-12.3% | $2,685-38.8% | $2,755-40.3% |
| Participant deferral / active EE | $3,926 | $3,052+28.7% | $4,255-7.7% | $4,296-8.6% |
| Admin fee / account holder | $4,494 | $5,234-14.1% | $6,467-30.5% | $6,918-35.0% |