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 | $153,393 | $61,272+150.3% | $149,673+2.5% | $71,457+114.7% |
| Participation rate | 65.7% | 62.5%+3.2pp | 78.8%-13.0pp | 67.9%-2.2pp |
| Annual return | 18.32% | 35.85%-17.5pp | 134.42%-116.1pp | 28.85%-10.5pp |
| Employer contribution / active EE | $1,937 | $2,378-18.6% | $4,818-59.8% | $2,588-25.2% |
| Participant deferral / active EE | $5,061 | $2,917+73.5% | $5,680-10.9% | $4,289+18.0% |
| Admin fee / account holder | $5,059 | $1,261+301.1% | $13,210-61.7% | $1,587+218.7% |