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 | $121,102 | $71,050+70.4% | $93,606+29.4% | $80,856+49.8% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.6%-1.0pp |
| Annual return | 17.28% | 11.26%+6.0pp | 133.20%-115.9pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,063 | $1,564-32.0% | $2,420-56.1% | $2,755-61.4% |
| Participant deferral / active EE | $5,622 | $4,034+39.4% | $4,411+27.4% | $4,296+30.9% |
| Admin fee / account holder | $24,122 | $6,945+247.3% | $8,285+191.2% | $6,918+248.7% |