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 | $195,828 | $78,672+148.9% | $109,143+79.4% | $85,850+128.1% |
| Participation rate | 69.4% | 68.3%+1.2pp | 75.9%-6.4pp | 69.3%+0.1pp |
| Annual return | 17.61% | 25.09%-7.5pp | 25.75%-8.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $1,813 | $2,735-33.7% | $3,722-51.3% | $2,565-29.3% |
| Participant deferral / active EE | $4,716 | $3,467+36.0% | $4,653+1.3% | $3,952+19.3% |
| Admin fee / account holder | $3,557 | $5,469-35.0% | $6,752-47.3% | $6,260-43.2% |