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 | $202,243 | $89,753+125.3% | $107,525+88.1% | $84,808+138.5% |
| Participation rate | 50.0% | 68.1%-18.1pp | 75.1%-25.1pp | 68.3%-18.3pp |
| Annual return | 19.73% | 29.48%-9.7pp | 181.32%-161.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,684 | $3,113-13.8% | $3,754-28.5% | $2,631+2.0% |
| Participant deferral / active EE | $6,557 | $4,056+61.6% | $5,116+28.2% | $4,212+55.7% |
| Admin fee / account holder | $6,188 | $7,222-14.3% | $8,919-30.6% | $7,344-15.7% |