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 | $118,549 | $89,753+32.1% | $107,525+10.3% | $84,808+39.8% |
| Participation rate | 62.9% | 68.1%-5.2pp | 75.1%-12.2pp | 68.3%-5.4pp |
| Annual return | 15.25% | 29.48%-14.2pp | 181.32%-166.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,935 | $3,113-5.7% | $3,754-21.8% | $2,631+11.5% |
| Participant deferral / active EE | $3,967 | $4,056-2.2% | $5,116-22.4% | $4,212-5.8% |
| Admin fee / account holder | $6,815 | $7,222-5.6% | $8,919-23.6% | $7,344-7.2% |