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 | $153,894 | $114,381+34.5% | $107,525+43.1% | $142,382+8.1% |
| Participation rate | 57.9% | 78.1%-20.2pp | 75.1%-17.2pp | 80.1%-22.2pp |
| Annual return | 16.24% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,835 | $4,015+20.4% | $3,754+28.8% | $4,299+12.5% |
| Participant deferral / active EE | $7,137 | $5,564+28.3% | $5,116+39.5% | $6,507+9.7% |
| Admin fee / account holder | $24,735 | $9,860+150.9% | $8,919+177.3% | $12,624+95.9% |