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 | $139,372 | $81,460+71.1% | $103,333+34.9% | $80,856+72.4% |
| Participation rate | 64.5% | 66.8%-2.3pp | 74.5%-10.0pp | 67.6%-3.1pp |
| Annual return | 13.17% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,959 | $3,105-36.9% | $3,868-49.4% | $2,755-28.9% |
| Participant deferral / active EE | $5,233 | $3,869+35.3% | $5,057+3.5% | $4,296+21.8% |
| Admin fee / account holder | $9,575 | $6,566+45.8% | $8,355+14.6% | $6,918+38.4% |