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 | $133,069 | $89,753+48.3% | $107,525+23.8% | $84,808+56.9% |
| Participation rate | 58.8% | 68.1%-9.2pp | 75.1%-16.3pp | 68.3%-9.5pp |
| Annual return | 21.24% | 29.48%-8.2pp | 181.32%-160.1pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,449 | $3,113-21.3% | $3,754-34.8% | $2,631-6.9% |
| Participant deferral / active EE | $5,242 | $4,056+29.2% | $5,116+2.5% | $4,212+24.5% |
| Admin fee / account holder | $6,324 | $7,222-12.4% | $8,919-29.1% | $7,344-13.9% |