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 | $203,654 | $81,460+150.0% | $103,333+97.1% | $80,856+151.9% |
| Participation rate | 63.5% | 66.8%-3.4pp | 74.5%-11.0pp | 67.6%-4.2pp |
| Annual return | 15.09% | 25.55%-10.5pp | 24.88%-9.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,413 | $3,105-22.3% | $3,868-37.6% | $2,755-12.4% |
| Participant deferral / active EE | $5,266 | $3,869+36.1% | $5,057+4.1% | $4,296+22.6% |
| Admin fee / account holder | $10,858 | $6,566+65.4% | $8,355+30.0% | $6,918+56.9% |