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 | $85,072 | $54,705+55.5% | $71,209+19.5% | $84,808+0.3% |
| Participation rate | 69.7% | 64.1%+5.6pp | 73.8%-4.1pp | 68.3%+1.4pp |
| Annual return | 14.25% | 35.90%-21.6pp | 282.51%-268.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,382 | $2,158-35.9% | $2,721-49.2% | $2,631-47.5% |
| Participant deferral / active EE | $3,151 | $3,030+4.0% | $4,175-24.5% | $4,212-25.2% |
| Admin fee / account holder | $11,145 | $4,863+129.2% | $5,349+108.4% | $7,344+51.8% |