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 | $170,973 | $114,381+49.5% | $107,525+59.0% | $142,382+20.1% |
| Participation rate | 69.6% | 78.1%-8.6pp | 75.1%-5.5pp | 80.1%-10.6pp |
| Annual return | 12.43% | 242.71%-230.3pp | 181.32%-168.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,265 | $4,015-43.6% | $3,754-39.7% | $4,299-47.3% |
| Participant deferral / active EE | $5,508 | $5,564-1.0% | $5,116+7.7% | $6,507-15.4% |
| Admin fee / account holder | $4,528 | $9,860-54.1% | $8,919-49.2% | $12,624-64.1% |