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 | $155,642 | $110,257+41.2% | $96,544+61.2% | $139,434+11.6% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 16.16% | 26.32%-10.2pp | 25.84%-9.7pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,635 | $3,620-27.2% | $2,965-11.1% | $4,751-44.5% |
| Participant deferral / active EE | $8,119 | $5,548+46.4% | $4,851+67.4% | $6,710+21.0% |
| Admin fee / account holder | $10,295 | $11,591-11.2% | $8,252+24.7% | $11,403-9.7% |