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 | $143,531 | $89,753+59.9% | $107,525+33.5% | $84,808+69.2% |
| Participation rate | 65.5% | 68.1%-2.5pp | 75.1%-9.6pp | 68.3%-2.8pp |
| Annual return | 16.89% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,686 | $3,113-45.9% | $3,754-55.1% | $2,631-35.9% |
| Participant deferral / active EE | $5,164 | $4,056+27.3% | $5,116+0.9% | $4,212+22.6% |
| Admin fee / account holder | $8,280 | $7,222+14.6% | $8,919-7.2% | $7,344+12.7% |