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 | $144,611 | $84,233+71.7% | $170,442-15.2% | $70,131+106.2% |
| Participation rate | 52.3% | 70.8%-18.5pp | 83.6%-31.3pp | 69.5%-17.2pp |
| Annual return | 22.81% | 23.06%-0.3pp | 205.93%-183.1pp | 73.14%-50.3pp |
| Employer contribution / active EE | $2,946 | $3,387-13.0% | $5,433-45.8% | $2,342+25.8% |
| Participant deferral / active EE | $6,940 | $3,086+124.9% | $4,939+40.5% | $3,332+108.3% |
| Admin fee / account holder | $2,195 | $5,698-61.5% | $13,880-84.2% | $4,645-52.7% |