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 | $183,893 | $123,793+48.5% | $177,821+3.4% | $79,858+130.3% |
| Participation rate | 68.9% | 84.7%-15.8pp | 87.7%-18.9pp | 69.6%-0.8pp |
| Annual return | 19.87% | 22.82%-3.0pp | 48.32%-28.5pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,974 | $4,095-51.8% | $5,918-66.6% | $2,471-20.1% |
| Participant deferral / active EE | $6,147 | $5,956+3.2% | $7,714-20.3% | $3,740+64.4% |
| Admin fee / account holder | $26,572 | $7,243+266.9% | $12,427+113.8% | $5,306+400.8% |