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 | $178,580 | $150,187+18.9% | $120,354+48.4% | $145,922+22.4% |
| Participation rate | 69.2% | 78.8%-9.5pp | 71.9%-2.7pp | 80.3%-11.0pp |
| Annual return | 9.08% | 154.07%-145.0pp | 107.15%-98.1pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,132 | $4,348-51.0% | $3,463-38.4% | $4,660-54.2% |
| Participant deferral / active EE | $6,434 | $6,173+4.2% | $4,991+28.9% | $6,688-3.8% |
| Admin fee / account holder | $55,579 | $12,207+355.3% | $9,423+489.8% | $13,397+314.9% |