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 | $130,013 | $89,753+44.9% | $107,525+20.9% | $84,808+53.3% |
| Participation rate | 52.9% | 68.1%-15.1pp | 75.1%-22.1pp | 68.3%-15.4pp |
| Annual return | 14.92% | 29.48%-14.6pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,279 | $3,113-26.8% | $3,754-39.3% | $2,631-13.4% |
| Participant deferral / active EE | $6,059 | $4,056+49.4% | $5,116+18.4% | $4,212+43.9% |
| Admin fee / account holder | $603 | $7,222-91.7% | $8,919-93.2% | $7,344-91.8% |