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 | $137,195 | $89,753+52.9% | $107,525+27.6% | $84,808+61.8% |
| Participation rate | 51.5% | 68.1%-16.5pp | 75.1%-23.6pp | 68.3%-16.8pp |
| Annual return | 16.81% | 29.48%-12.7pp | 181.32%-164.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,892 | $3,113-7.1% | $3,754-22.9% | $2,631+9.9% |
| Participant deferral / active EE | $5,307 | $4,056+30.8% | $5,116+3.7% | $4,212+26.0% |
| Admin fee / account holder | $1,515 | $7,222-79.0% | $8,919-83.0% | $7,344-79.4% |