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 | $113,310 | $80,968+39.9% | $96,544+17.4% | $75,163+50.8% |
| Participation rate | 67.9% | 71.8%-3.9pp | 76.0%-8.1pp | 67.2%+0.7pp |
| Annual return | 15.89% | 27.06%-11.2pp | 25.84%-10.0pp | 160.62%-144.7pp |
| Employer contribution / active EE | $3,423 | $2,282+50.0% | $2,965+15.4% | $2,670+28.2% |
| Participant deferral / active EE | $10,999 | $3,928+180.0% | $4,851+126.7% | $4,125+166.6% |
| Admin fee / account holder | $4,805 | $6,724-28.5% | $8,252-41.8% | $5,651-15.0% |