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 | $139,982 | $71,050+97.0% | $93,606+49.5% | $80,856+73.1% |
| Participation rate | 39.3% | 60.4%-21.1pp | 68.7%-29.4pp | 67.6%-28.3pp |
| Annual return | 14.00% | 11.26%+2.7pp | 133.20%-119.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,542 | $1,564-1.4% | $2,420-36.3% | $2,755-44.0% |
| Participant deferral / active EE | $3,338 | $4,034-17.3% | $4,411-24.3% | $4,296-22.3% |
| Admin fee / account holder | $7,204 | $6,945+3.7% | $8,285-13.0% | $6,918+4.1% |