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 | $127,505 | $89,753+42.1% | $107,525+18.6% | $84,808+50.3% |
| Participation rate | 67.9% | 68.1%-0.2pp | 75.1%-7.2pp | 68.3%-0.5pp |
| Annual return | 14.34% | 29.48%-15.1pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,205 | $3,113-29.2% | $3,754-41.3% | $2,631-16.2% |
| Participant deferral / active EE | $4,934 | $4,056+21.6% | $5,116-3.6% | $4,212+17.1% |
| Admin fee / account holder | $30,062 | $7,222+316.3% | $8,919+237.1% | $7,344+309.4% |