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 | $136,583 | $101,724+34.3% | $164,813-17.1% | $80,856+68.9% |
| Participation rate | 67.6% | 71.8%-4.3pp | 78.6%-11.0pp | 67.6%-0.1pp |
| Annual return | 12.76% | 16.72%-4.0pp | 69.93%-57.2pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,948 | $2,953-34.1% | $4,341-55.1% | $2,755-29.3% |
| Participant deferral / active EE | $2,178 | $4,477-51.4% | $6,031-63.9% | $4,296-49.3% |
| Admin fee / account holder | $3,448 | $8,227-58.1% | $12,690-72.8% | $6,918-50.2% |