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 | $100,397 | $76,367+31.5% | $93,606+7.3% | $72,985+37.6% |
| Participation rate | 58.0% | 71.7%-13.8pp | 75.8%-17.9pp | 69.5%-11.5pp |
| Annual return | 32.38% | 25.82%+6.6pp | 32.76%-0.4pp | 81.00%-48.6pp |
| Employer contribution / active EE | $830 | $2,275-63.5% | $2,718-69.4% | $2,440-66.0% |
| Participant deferral / active EE | $2,176 | $3,538-38.5% | $4,069-46.5% | $3,607-39.7% |
| Admin fee / account holder | $4,089 | $6,838-40.2% | $7,888-48.2% | $5,124-20.2% |