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 | $179,160 | $81,248+120.5% | $155,509+15.2% | $80,856+121.6% |
| Participation rate | 59.3% | 66.2%-7.0pp | 78.2%-18.9pp | 67.6%-8.4pp |
| Annual return | 11.29% | 33.31%-22.0pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,885 | $3,100-6.9% | $4,672-38.3% | $2,755+4.7% |
| Participant deferral / active EE | $4,879 | $3,452+41.3% | $5,626-13.3% | $4,296+13.6% |
| Admin fee / account holder | $24,865 | $7,997+210.9% | $15,912+56.3% | $6,918+259.4% |