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 | $139,270 | $89,753+55.2% | $107,525+29.5% | $84,808+64.2% |
| Participation rate | 61.4% | 68.1%-6.7pp | 75.1%-13.7pp | 68.3%-6.9pp |
| Annual return | 14.98% | 29.48%-14.5pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,280 | $3,113-58.9% | $3,754-65.9% | $2,631-51.3% |
| Participant deferral / active EE | $4,929 | $4,056+21.5% | $5,116-3.7% | $4,212+17.0% |
| Admin fee / account holder | $6,446 | $7,222-10.7% | $8,919-27.7% | $7,344-12.2% |