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 | $121,876 | $89,753+35.8% | $107,525+13.3% | $84,808+43.7% |
| Participation rate | 54.3% | 68.1%-13.7pp | 75.1%-20.7pp | 68.3%-14.0pp |
| Annual return | 18.19% | 29.48%-11.3pp | 181.32%-163.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,163 | $3,113-30.5% | $3,754-42.4% | $2,631-17.8% |
| Participant deferral / active EE | $4,790 | $4,056+18.1% | $5,116-6.4% | $4,212+13.7% |
| Admin fee / account holder | $3,411 | $7,222-52.8% | $8,919-61.8% | $7,344-53.6% |