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 | $189,647 | $89,753+111.3% | $107,525+76.4% | $84,808+123.6% |
| Participation rate | 57.3% | 68.1%-10.7pp | 75.1%-17.8pp | 68.3%-11.0pp |
| Annual return | 15.12% | 29.48%-14.4pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,107 | $3,113-32.3% | $3,754-43.9% | $2,631-19.9% |
| Participant deferral / active EE | $5,002 | $4,056+23.3% | $5,116-2.2% | $4,212+18.8% |
| Admin fee / account holder | $1,393 | $7,222-80.7% | $8,919-84.4% | $7,344-81.0% |