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 | $161,666 | $114,381+41.3% | $107,525+50.4% | $142,382+13.5% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 19.43% | 242.71%-223.3pp | 181.32%-161.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,988 | $4,015-50.5% | $3,754-47.0% | $4,299-53.8% |
| Participant deferral / active EE | $6,751 | $5,564+21.3% | $5,116+32.0% | $6,507+3.7% |
| Admin fee / account holder | $8,839 | $9,860-10.4% | $8,919-0.9% | $12,624-30.0% |