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 | $141,946 | $93,571+51.7% | $135,903+4.4% | $75,163+88.9% |
| Participation rate | 67.4% | 75.2%-7.8pp | 81.9%-14.5pp | 67.2%+0.2pp |
| Annual return | 15.88% | 30.90%-15.0pp | 68.23%-52.4pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,283 | $3,537-35.5% | $4,856-53.0% | $2,670-14.5% |
| Participant deferral / active EE | $5,763 | $6,404-10.0% | $7,758-25.7% | $4,125+39.7% |
| Admin fee / account holder | $2,350 | $6,975-66.3% | $10,762-78.2% | $5,651-58.4% |