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 | $155,009 | $89,753+72.7% | $107,525+44.2% | $84,808+82.8% |
| Participation rate | 66.7% | 68.1%-1.4pp | 75.1%-8.4pp | 68.3%-1.6pp |
| Annual return | 14.61% | 29.48%-14.9pp | 181.32%-166.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,728 | $3,113+19.7% | $3,754-0.7% | $2,631+41.7% |
| Participant deferral / active EE | $7,769 | $4,056+91.5% | $5,116+51.9% | $4,212+84.5% |
| Admin fee / account holder | $12,198 | $7,222+68.9% | $8,919+36.8% | $7,344+66.1% |