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 | $169,963 | $154,117+10.3% | $129,995+30.7% | $139,434+21.9% |
| Participation rate | 54.5% | 82.0%-27.4pp | 78.5%-23.9pp | 80.3%-25.8pp |
| Annual return | 12.59% | 32.48%-19.9pp | -137.18%+149.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,939 | $5,289-63.3% | $4,320-55.1% | $4,751-59.2% |
| Participant deferral / active EE | $3,877 | $6,710-42.2% | $5,820-33.4% | $6,710-42.2% |
| Admin fee / account holder | $12,938 | $14,007-7.6% | $10,614+21.9% | $11,403+13.5% |