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 | $116,394 | $65,041+79.0% | $90,951+28.0% | $79,858+45.8% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.0%-9.0pp | 69.6%-9.6pp |
| Annual return | 20.11% | 30.45%-10.3pp | 134.60%-114.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $1,037 | $1,247-16.9% | $2,122-51.1% | $2,471-58.0% |
| Participant deferral / active EE | $1,363 | $2,512-45.7% | $3,373-59.6% | $3,740-63.6% |
| Admin fee / account holder | $3,769 | $4,536-16.9% | $5,959-36.8% | $5,306-29.0% |