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 | $148,439 | $86,286+72.0% | $111,297+33.4% | $85,850+72.9% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.6pp | 69.3%-2.6pp |
| Annual return | 14.18% | 19.99%-5.8pp | 54.65%-40.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,440 | $2,043+19.4% | $2,731-10.7% | $2,565-4.9% |
| Participant deferral / active EE | $4,708 | $3,641+29.3% | $4,487+4.9% | $3,952+19.1% |
| Admin fee / account holder | $14,503 | $8,188+77.1% | $7,964+82.1% | $6,260+131.7% |