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 | $110,817 | $65,041+70.4% | $90,951+21.8% | $79,858+38.8% |
| Participation rate | 58.3% | 61.6%-3.3pp | 69.0%-10.7pp | 69.6%-11.3pp |
| Annual return | 21.00% | 30.45%-9.5pp | 134.60%-113.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $1,131 | $1,247-9.3% | $2,122-46.7% | $2,471-54.2% |
| Participant deferral / active EE | $2,326 | $2,512-7.4% | $3,373-31.1% | $3,740-37.8% |
| Admin fee / account holder | $3,785 | $4,536-16.6% | $5,959-36.5% | $5,306-28.7% |