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 | $193,043 | $89,753+115.1% | $107,525+79.5% | $84,808+127.6% |
| Participation rate | 63.6% | 68.1%-4.4pp | 75.1%-11.4pp | 68.3%-4.7pp |
| Annual return | 13.63% | 29.48%-15.9pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,536 | $3,113-18.6% | $3,754-32.4% | $2,631-3.6% |
| Participant deferral / active EE | $7,323 | $4,056+80.5% | $5,116+43.1% | $4,212+73.9% |
| Admin fee / account holder | $13,016 | $7,222+80.2% | $8,919+45.9% | $7,344+77.2% |