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 | $132,820 | $101,724+30.6% | $164,813-19.4% | $80,856+64.3% |
| Participation rate | 62.2% | 71.8%-9.6pp | 78.6%-16.4pp | 67.6%-5.4pp |
| Annual return | 15.28% | 16.72%-1.4pp | 69.93%-54.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,686 | $2,953-9.1% | $4,341-38.1% | $2,755-2.5% |
| Participant deferral / active EE | $5,285 | $4,477+18.1% | $6,031-12.4% | $4,296+23.0% |
| Admin fee / account holder | $3,613 | $8,227-56.1% | $12,690-71.5% | $6,918-47.8% |