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 | $124,232 | $89,753+38.4% | $107,525+15.5% | $84,808+46.5% |
| Participation rate | 57.1% | 68.1%-10.9pp | 75.1%-17.9pp | 68.3%-11.2pp |
| Annual return | 14.03% | 29.48%-15.4pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,514 | $3,113-19.3% | $3,754-33.0% | $2,631-4.5% |
| Participant deferral / active EE | $5,552 | $4,056+36.9% | $5,116+8.5% | $4,212+31.8% |
| Admin fee / account holder | $24,796 | $7,222+243.3% | $8,919+178.0% | $7,344+237.6% |