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 | $129,715 | $58,851+120.4% | $115,157+12.6% | $72,985+77.7% |
| Participation rate | 45.0% | 65.5%-20.5pp | 75.9%-30.9pp | 69.5%-24.5pp |
| Annual return | 19.59% | 23.16%-3.6pp | 35.60%-16.0pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,052 | $1,798-41.5% | $3,179-66.9% | $2,440-56.9% |
| Participant deferral / active EE | $3,143 | $2,643+18.9% | $4,168-24.6% | $3,607-12.9% |
| Admin fee / account holder | $352 | $6,370-94.5% | $7,088-95.0% | $5,124-93.1% |