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 | $128,018 | $96,128+33.2% | $136,007-5.9% | $80,856+58.3% |
| Participation rate | 65.2% | 71.2%-6.0pp | 76.5%-11.3pp | 67.6%-2.4pp |
| Annual return | 14.89% | 28.71%-13.8pp | 579.32%-564.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,497 | $3,351+4.4% | $4,217-17.1% | $2,755+27.0% |
| Participant deferral / active EE | $4,726 | $5,709-17.2% | $7,025-32.7% | $4,296+10.0% |
| Admin fee / account holder | $13,949 | $8,236+69.4% | $6,858+103.4% | $6,918+101.6% |