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 | $189,825 | $98,750+92.2% | $149,696+26.8% | $79,858+137.7% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 14.01% | 27.43%-13.4pp | 276.60%-262.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,394 | $3,216-56.7% | $4,644-70.0% | $2,471-43.6% |
| Participant deferral / active EE | $5,241 | $5,680-7.7% | $6,842-23.4% | $3,740+40.1% |
| Admin fee / account holder | $6,070 | $6,053+0.3% | $9,309-34.8% | $5,306+14.4% |