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 | $146,753 | $78,422+87.1% | $95,952+52.9% | $79,858+83.8% |
| Participation rate | 53.6% | 73.5%-19.9pp | 77.1%-23.5pp | 69.6%-16.1pp |
| Annual return | 21.39% | 19.37%+2.0pp | 91.61%-70.2pp | 31.71%-10.3pp |
| Employer contribution / active EE | $1,467 | $1,945-24.6% | $2,541-42.3% | $2,471-40.6% |
| Participant deferral / active EE | $3,639 | $3,440+5.8% | $4,167-12.7% | $3,740-2.7% |
| Admin fee / account holder | $1,461 | $5,622-74.0% | $6,795-78.5% | $5,306-72.5% |