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 | $125,662 | $78,672+59.7% | $109,143+15.1% | $85,850+46.4% |
| Participation rate | 54.2% | 68.3%-14.1pp | 75.9%-21.7pp | 69.3%-15.1pp |
| Annual return | 18.21% | 25.09%-6.9pp | 25.75%-7.5pp | 318.53%-300.3pp |
| Employer contribution / active EE | $1,651 | $2,735-39.6% | $3,722-55.6% | $2,565-35.6% |
| Participant deferral / active EE | $3,246 | $3,467-6.4% | $4,653-30.2% | $3,952-17.9% |
| Admin fee / account holder | $3,061 | $5,469-44.0% | $6,752-54.7% | $6,260-51.1% |