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 | $87,141 | $76,552+13.8% | $123,892-29.7% | $62,891+38.6% |
| Participation rate | 45.5% | 73.0%-27.5pp | 81.4%-36.0pp | 69.3%-23.9pp |
| Annual return | 32.11% | 18.68%+13.4pp | 47.52%-15.4pp | 20.14%+12.0pp |
| Employer contribution / active EE | $1,808 | $2,883-37.3% | $4,617-60.8% | $2,281-20.7% |
| Participant deferral / active EE | $6,182 | $4,840+27.7% | $5,984+3.3% | $3,203+93.0% |
| Admin fee / account holder | $2,892 | $4,826-40.1% | $8,357-65.4% | $4,296-32.7% |