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 | $116,988 | $89,753+30.3% | $107,525+8.8% | $84,808+37.9% |
| Participation rate | 59.4% | 68.1%-8.6pp | 75.1%-15.7pp | 68.3%-8.9pp |
| Annual return | 18.04% | 29.48%-11.4pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,987 | $3,113-4.1% | $3,754-20.4% | $2,631+13.5% |
| Participant deferral / active EE | $6,765 | $4,056+66.8% | $5,116+32.2% | $4,212+60.6% |
| Admin fee / account holder | $6,218 | $7,222-13.9% | $8,919-30.3% | $7,344-15.3% |