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 | $127,403 | $89,753+41.9% | $107,525+18.5% | $84,808+50.2% |
| Participation rate | 52.3% | 68.1%-15.8pp | 75.1%-22.8pp | 68.3%-16.0pp |
| Annual return | 14.26% | 29.48%-15.2pp | 181.32%-167.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,710 | $3,113-12.9% | $3,754-27.8% | $2,631+3.0% |
| Participant deferral / active EE | $5,240 | $4,056+29.2% | $5,116+2.4% | $4,212+24.4% |
| Admin fee / account holder | $11,405 | $7,222+57.9% | $8,919+27.9% | $7,344+55.3% |