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 | $115,758 | $89,355+29.5% | $141,162-18.0% | $72,985+58.6% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 25.11% | 111.85%-86.7pp | 71.39%-46.3pp | 81.00%-55.9pp |
| Employer contribution / active EE | $3,094 | $3,114-0.6% | $4,735-34.7% | $2,440+26.8% |
| Participant deferral / active EE | $6,352 | $5,418+17.2% | $6,709-5.3% | $3,607+76.1% |
| Admin fee / account holder | $8,624 | $5,958+44.7% | $10,261-16.0% | $5,124+68.3% |