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 | $107,533 | $58,512+83.8% | $84,015+28.0% | $72,985+47.3% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.0%-9.0pp | 69.5%-9.5pp |
| Annual return | 21.71% | 28.93%-7.2pp | 71.31%-49.6pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,287 | $1,163+10.6% | $1,983-35.1% | $2,440-47.3% |
| Participant deferral / active EE | $3,061 | $2,394+27.9% | $3,239-5.5% | $3,607-15.1% |
| Admin fee / account holder | $33,065 | $4,569+623.7% | $6,101+442.0% | $5,124+545.2% |