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 | $133,270 | $69,515+91.7% | $86,874+53.4% | $85,850+55.2% |
| Participation rate | 61.0% | 66.3%-5.4pp | 71.6%-10.7pp | 69.3%-8.3pp |
| Annual return | 16.57% | 20.12%-3.6pp | 63.52%-47.0pp | 318.53%-302.0pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,501 | $2,919+19.9% | $3,699-5.4% | $3,952-11.4% |
| Admin fee / account holder | $5,761 | $5,972-3.5% | $5,828-1.1% | $6,260-8.0% |