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 | $113,796 | $53,053+114.5% | $126,539-10.1% | $74,304+53.1% |
| Participation rate | 28.2% | 48.0%-19.9pp | 69.8%-41.6pp | 60.3%-32.2pp |
| Annual return | 18.21% | 29.46%-11.2pp | 425.95%-407.7pp | 29.43%-11.2pp |
| Employer contribution / active EE | $1,104 | $1,168-5.4% | $3,674-69.9% | $2,241-50.7% |
| Participant deferral / active EE | $2,587 | $2,303+12.3% | $4,083-36.6% | $3,767-31.3% |
| Admin fee / account holder | $6,714 | $3,698+81.6% | $6,065+10.7% | $2,969+126.2% |