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 | $147,035 | $127,065+15.7% | $113,168+29.9% | $142,382+3.3% |
| Participation rate | 61.9% | 79.2%-17.3pp | 76.6%-14.7pp | 80.1%-18.2pp |
| Annual return | 37.52% | 24.03%+13.5pp | 24.27%+13.3pp | 217.08%-179.6pp |
| Employer contribution / active EE | $1,748 | $3,442-49.2% | $2,975-41.3% | $4,299-59.3% |
| Participant deferral / active EE | $3,807 | $5,716-33.4% | $5,107-25.5% | $6,507-41.5% |
| Admin fee / account holder | $83,661 | $15,736+431.7% | $12,068+593.3% | $12,624+562.7% |