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 | $185,369 | $157,256+17.9% | $141,162+31.3% | $152,861+21.3% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.4%-18.8pp |
| Annual return | 22.08% | 64.32%-42.2pp | 71.39%-49.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $6,632 | $5,261+26.1% | $4,735+40.1% | $4,762+39.3% |
| Participant deferral / active EE | $2,673 | $7,109-62.4% | $6,709-60.2% | $5,850-54.3% |
| Admin fee / account holder | $4,707 | $12,120-61.2% | $10,261-54.1% | $11,596-59.4% |