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 | $197,876 | $106,515+85.8% | $96,683+104.7% | $139,434+41.9% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 14.46% | 38.43%-24.0pp | 35.69%-21.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,083 | $4,103-49.2% | $3,737-44.3% | $4,751-56.2% |
| Participant deferral / active EE | $7,342 | $5,454+34.6% | $4,878+50.5% | $6,710+9.4% |
| Admin fee / account holder | $1,787 | $7,877-77.3% | $6,730-73.4% | $11,403-84.3% |