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 | $225,610 | $89,753+151.4% | $107,525+109.8% | $84,808+166.0% |
| Participation rate | 68.8% | 68.1%+0.7pp | 75.1%-6.3pp | 68.3%+0.4pp |
| Annual return | 19.20% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,861 | $3,113-8.1% | $3,754-23.8% | $2,631+8.7% |
| Participant deferral / active EE | $5,960 | $4,056+46.9% | $5,116+16.5% | $4,212+41.5% |
| Admin fee / account holder | $1,775 | $7,222-75.4% | $8,919-80.1% | $7,344-75.8% |