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 | $177,599 | $124,281+42.9% | $109,143+62.7% | $167,490+6.0% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 12.90% | 26.04%-13.1pp | 25.75%-12.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,176 | $4,207-48.3% | $3,722-41.5% | $4,837-55.0% |
| Participant deferral / active EE | $4,540 | $5,255-13.6% | $4,653-2.4% | $6,341-28.4% |
| Admin fee / account holder | $2,570 | $7,970-67.8% | $6,752-61.9% | $12,309-79.1% |