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 | $129,879 | $93,571+38.8% | $135,903-4.4% | $75,163+72.8% |
| Participation rate | 55.9% | 75.2%-19.2pp | 81.9%-26.0pp | 67.2%-11.3pp |
| Annual return | 16.38% | 30.90%-14.5pp | 68.23%-51.9pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,726 | $3,537-51.2% | $4,856-64.5% | $2,670-35.4% |
| Participant deferral / active EE | $4,387 | $6,404-31.5% | $7,758-43.5% | $4,125+6.3% |
| Admin fee / account holder | $8,096 | $6,975+16.1% | $10,762-24.8% | $5,651+43.3% |