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 | $152,993 | $109,881+39.2% | $150,045+2.0% | $84,808+80.4% |
| Participation rate | 66.1% | 76.1%-10.0pp | 82.3%-16.3pp | 68.3%-2.2pp |
| Annual return | 18.22% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,184 | $3,561-10.6% | $4,693-32.2% | $2,631+21.0% |
| Participant deferral / active EE | $8,024 | $6,636+20.9% | $7,997+0.3% | $4,212+90.5% |
| Admin fee / account holder | $19,739 | $8,568+130.4% | $13,435+46.9% | $7,344+168.8% |