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 | $97,399 | $76,670+27.0% | $96,683+0.7% | $71,457+36.3% |
| Participation rate | 42.0% | 66.6%-24.6pp | 74.3%-32.3pp | 67.9%-25.9pp |
| Annual return | 15.24% | 48.29%-33.1pp | 35.69%-20.5pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,516 | $3,031-50.0% | $3,737-59.4% | $2,588-41.4% |
| Participant deferral / active EE | $2,705 | $3,771-28.3% | $4,878-44.6% | $4,289-36.9% |
| Admin fee / account holder | $11,935 | $2,028+488.5% | $6,730+77.4% | $1,587+651.9% |