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 | $127,851 | $45,035+183.9% | $62,995+103.0% | $70,131+82.3% |
| Participation rate | 56.7% | 69.5%-12.9pp | 74.8%-18.1pp | 69.5%-12.9pp |
| Annual return | 20.25% | 18.76%+1.5pp | 87.57%-67.3pp | 73.14%-52.9pp |
| Employer contribution / active EE | $2,408 | $2,051+17.4% | $2,759-12.7% | $2,342+2.8% |
| Participant deferral / active EE | $3,050 | $2,465+23.8% | $3,329-8.4% | $3,332-8.4% |
| Admin fee / account holder | $1,280 | $2,834-54.8% | $3,600-64.4% | $4,645-72.4% |