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 | $143,638 | $56,114+156.0% | $96,139+49.4% | $85,850+67.3% |
| Participation rate | 66.7% | 56.7%+9.9pp | 68.4%-1.8pp | 69.3%-2.6pp |
| Annual return | 16.48% | 42.30%-25.8pp | 191.94%-175.5pp | 318.53%-302.1pp |
| Employer contribution / active EE | $2,046 | $1,620+26.3% | $2,797-26.8% | $2,565-20.2% |
| Participant deferral / active EE | $5,550 | $2,859+94.1% | $4,349+27.6% | $3,952+40.5% |
| Admin fee / account holder | $2,139 | $3,768-43.2% | $5,537-61.4% | $6,260-65.8% |