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 | $185,039 | $114,381+61.8% | $107,525+72.1% | $142,382+30.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 14.40% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,104 | $4,015-72.5% | $3,754-70.6% | $4,299-74.3% |
| Participant deferral / active EE | $2,290 | $5,564-58.9% | $5,116-55.2% | $6,507-64.8% |
| Admin fee / account holder | $10,644 | $9,860+7.9% | $8,919+19.3% | $12,624-15.7% |