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 | $74,678 | $57,016+31.0% | $84,966-12.1% | $80,856-7.6% |
| Participation rate | 68.9% | 56.3%+12.5pp | 67.5%+1.4pp | 67.6%+1.3pp |
| Annual return | 12.77% | 21.66%-8.9pp | 66.38%-53.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $4,336 | $1,798+141.2% | $2,727+59.0% | $2,755+57.4% |
| Participant deferral / active EE | $11,669 | $3,110+275.3% | $4,519+158.2% | $4,296+171.6% |
| Admin fee / account holder | $30,711 | $4,980+516.6% | $6,149+399.5% | $6,918+343.9% |