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 | $165,518 | $81,248+103.7% | $155,509+6.4% | $80,856+104.7% |
| Participation rate | 65.7% | 66.2%-0.6pp | 78.2%-12.5pp | 67.6%-2.0pp |
| Annual return | 14.86% | 33.31%-18.5pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,553 | $3,100+46.9% | $4,672-2.6% | $2,755+65.3% |
| Participant deferral / active EE | $7,047 | $3,452+104.2% | $5,626+25.3% | $4,296+64.0% |
| Admin fee / account holder | $10,341 | $7,997+29.3% | $15,912-35.0% | $6,918+49.5% |