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 | $100,009 | $86,891+15.1% | $142,449-29.8% | $75,163+33.1% |
| Participation rate | 54.5% | 68.5%-14.0pp | 76.8%-22.2pp | 67.2%-12.6pp |
| Annual return | 15.29% | 23.31%-8.0pp | 19.99%-4.7pp | 160.62%-145.3pp |
| Employer contribution / active EE | $3,121 | $3,355-7.0% | $4,847-35.6% | $2,670+16.9% |
| Participant deferral / active EE | $5,179 | $4,938+4.9% | $6,283-17.6% | $4,125+25.6% |
| Admin fee / account holder | $16,141 | $7,299+121.1% | $10,011+61.2% | $5,651+185.6% |