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 | $184,728 | $98,750+87.1% | $149,696+23.4% | $79,858+131.3% |
| Participation rate | 67.6% | 75.8%-8.2pp | 82.5%-14.9pp | 69.6%-2.1pp |
| Annual return | 12.78% | 27.43%-14.6pp | 276.60%-263.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,251 | $3,216-61.1% | $4,644-73.1% | $2,471-49.4% |
| Participant deferral / active EE | $5,565 | $5,680-2.0% | $6,842-18.7% | $3,740+48.8% |
| Admin fee / account holder | $3,160 | $6,053-47.8% | $9,309-66.1% | $5,306-40.4% |