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 | $103,408 | $71,050+45.5% | $93,606+10.5% | $80,856+27.9% |
| Participation rate | 62.1% | 60.4%+1.7pp | 68.7%-6.7pp | 67.6%-5.6pp |
| Annual return | 21.60% | 11.26%+10.3pp | 133.20%-111.6pp | 35.59%-14.0pp |
| Employer contribution / active EE | $710 | $1,564-54.6% | $2,420-70.7% | $2,755-74.2% |
| Participant deferral / active EE | $4,776 | $4,034+18.4% | $4,411+8.3% | $4,296+11.2% |
| Admin fee / account holder | $13,429 | $6,945+93.4% | $8,285+62.1% | $6,918+94.1% |