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 | $102,815 | $63,355+62.3% | $91,989+11.8% | $72,985+40.9% |
| Participation rate | 62.5% | 72.5%-10.0pp | 78.6%-16.1pp | 69.5%-7.0pp |
| Annual return | 21.15% | 35.35%-14.2pp | 69.02%-47.9pp | 81.00%-59.9pp |
| Employer contribution / active EE | $5,025 | $2,116+137.5% | $3,452+45.6% | $2,440+105.9% |
| Participant deferral / active EE | $4,590 | $4,883-6.0% | $5,923-22.5% | $3,607+27.2% |
| Admin fee / account holder | $3,509 | $4,668-24.8% | $7,743-54.7% | $5,124-31.5% |