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 | $122,767 | $89,753+36.8% | $107,525+14.2% | $84,808+44.8% |
| Participation rate | 56.7% | 68.1%-11.4pp | 75.1%-18.4pp | 68.3%-11.6pp |
| Annual return | 18.05% | 29.48%-11.4pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,439 | $3,113-21.7% | $3,754-35.0% | $2,631-7.3% |
| Participant deferral / active EE | $5,756 | $4,056+41.9% | $5,116+12.5% | $4,212+36.7% |
| Admin fee / account holder | $4,875 | $7,222-32.5% | $8,919-45.3% | $7,344-33.6% |