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 | $187,879 | $117,983+59.2% | $101,794+84.6% | $142,382+32.0% |
| Participation rate | 65.2% | 74.2%-9.0pp | 69.2%-4.0pp | 80.1%-14.9pp |
| Annual return | 14.83% | 36.92%-22.1pp | 30.53%-15.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,933 | $2,773-30.3% | $2,289-15.6% | $4,299-55.0% |
| Participant deferral / active EE | $4,713 | $4,7140% | $4,084+15.4% | $6,507-27.6% |
| Admin fee / account holder | $17,759 | $10,433+70.2% | $8,777+102.3% | $12,624+40.7% |