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 | $190,624 | $89,753+112.4% | $107,525+77.3% | $84,808+124.8% |
| Participation rate | 62.3% | 68.1%-5.8pp | 75.1%-12.8pp | 68.3%-6.0pp |
| Annual return | 17.87% | 29.48%-11.6pp | 181.32%-163.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,776 | $3,113-10.8% | $3,754-26.0% | $2,631+5.5% |
| Participant deferral / active EE | $3,597 | $4,056-11.3% | $5,116-29.7% | $4,212-14.6% |
| Admin fee / account holder | $9,217 | $7,222+27.6% | $8,919+3.3% | $7,344+25.5% |