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 | $115,936 | $95,803+21.0% | $113,168+2.4% | $84,808+36.7% |
| Participation rate | 34.4% | 72.9%-38.5pp | 76.6%-42.2pp | 68.3%-33.9pp |
| Annual return | 14.15% | 25.00%-10.9pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,027 | $2,360-56.5% | $2,975-65.5% | $2,631-61.0% |
| Participant deferral / active EE | $2,903 | $4,242-31.6% | $5,107-43.2% | $4,212-31.1% |
| Admin fee / account holder | $6,233 | $8,989-30.7% | $12,068-48.4% | $7,344-15.1% |