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 | $140,760 | $89,753+56.8% | $107,525+30.9% | $84,808+66.0% |
| Participation rate | 64.7% | 68.1%-3.4pp | 75.1%-10.4pp | 68.3%-3.6pp |
| Annual return | 15.97% | 29.48%-13.5pp | 181.32%-165.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,759 | $3,113+20.7% | $3,754+0.2% | $2,631+42.9% |
| Participant deferral / active EE | $5,334 | $4,056+31.5% | $5,116+4.3% | $4,212+26.6% |
| Admin fee / account holder | $23,148 | $7,222+220.5% | $8,919+159.5% | $7,344+215.2% |