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 | $107,627 | $49,915+115.6% | $154,803-30.5% | $74,304+44.8% |
| Participation rate | 40.3% | 54.0%-13.6pp | 78.1%-37.7pp | 60.3%-20.0pp |
| Annual return | 16.93% | 34.06%-17.1pp | 58.88%-41.9pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,052 | $1,611-34.7% | $4,305-75.6% | $2,241-53.1% |
| Participant deferral / active EE | $2,726 | $2,255+20.9% | $5,540-50.8% | $3,767-27.6% |
| Admin fee / account holder | $2,866 | $2,189+30.9% | $14,329-80.0% | $2,969-3.5% |