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 | $165,120 | $125,758+31.3% | $169,993-2.9% | $75,163+119.7% |
| Participation rate | 62.3% | 83.6%-21.3pp | 87.0%-24.7pp | 67.2%-4.9pp |
| Annual return | 19.97% | 27.20%-7.2pp | 53.37%-33.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $3,547 | $4,615-23.1% | $6,785-47.7% | $2,670+32.9% |
| Participant deferral / active EE | $6,358 | $6,837-7.0% | $10,408-38.9% | $4,125+54.1% |
| Admin fee / account holder | $4,261 | $8,173-47.9% | $12,815-66.8% | $5,651-24.6% |