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 | $174,239 | $78,672+121.5% | $109,143+59.6% | $85,850+103.0% |
| Participation rate | 51.0% | 68.3%-17.3pp | 75.9%-24.9pp | 69.3%-18.3pp |
| Annual return | 17.49% | 25.09%-7.6pp | 25.75%-8.3pp | 318.53%-301.0pp |
| Employer contribution / active EE | $5,016 | $2,735+83.4% | $3,722+34.8% | $2,565+95.5% |
| Participant deferral / active EE | $2,072 | $3,467-40.2% | $4,653-55.5% | $3,952-47.6% |
| Admin fee / account holder | $21,424 | $5,469+291.7% | $6,752+217.3% | $6,260+242.2% |