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 | $162,857 | $109,881+48.2% | $150,045+8.5% | $84,808+92.0% |
| Participation rate | 57.4% | 76.1%-18.6pp | 82.3%-24.9pp | 68.3%-10.9pp |
| Annual return | 15.14% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,745 | $3,561-51.0% | $4,693-62.8% | $2,631-33.7% |
| Participant deferral / active EE | $4,937 | $6,636-25.6% | $7,997-38.3% | $4,212+17.2% |
| Admin fee / account holder | $5,185 | $8,568-39.5% | $13,435-61.4% | $7,344-29.4% |