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 | $140,770 | $89,753+56.8% | $107,525+30.9% | $84,808+66.0% |
| Participation rate | 51.1% | 68.1%-17.0pp | 75.1%-24.0pp | 68.3%-17.2pp |
| Annual return | 16.65% | 29.48%-12.8pp | 181.32%-164.7pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,325 | $3,113-25.3% | $3,754-38.0% | $2,631-11.6% |
| Participant deferral / active EE | $4,629 | $4,056+14.1% | $5,116-9.5% | $4,212+9.9% |
| Admin fee / account holder | $5,870 | $7,222-18.7% | $8,919-34.2% | $7,344-20.1% |