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 | $186,090 | $154,117+20.7% | $129,995+43.2% | $139,434+33.5% |
| Participation rate | 61.1% | 82.0%-20.8pp | 78.5%-17.4pp | 80.3%-19.2pp |
| Annual return | 19.23% | 32.48%-13.2pp | -137.18%+156.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,923 | $5,289-25.8% | $4,320-9.2% | $4,751-17.4% |
| Participant deferral / active EE | $7,920 | $6,710+18.0% | $5,820+36.1% | $6,710+18.0% |
| Admin fee / account holder | $3,625 | $14,007-74.1% | $10,614-65.9% | $11,403-68.2% |