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 | $128,242 | $89,753+42.9% | $107,525+19.3% | $84,808+51.2% |
| Participation rate | 45.0% | 68.1%-23.1pp | 75.1%-30.1pp | 68.3%-23.3pp |
| Annual return | 14.75% | 29.48%-14.7pp | 181.32%-166.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,167 | $3,113-30.4% | $3,754-42.3% | $2,631-17.7% |
| Participant deferral / active EE | $5,604 | $4,056+38.2% | $5,116+9.5% | $4,212+33.1% |
| Admin fee / account holder | $28,033 | $7,222+288.2% | $8,919+214.3% | $7,344+281.7% |