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 | $118,122 | $89,753+31.6% | $107,525+9.9% | $84,808+39.3% |
| Participation rate | 45.7% | 68.1%-22.4pp | 75.1%-29.4pp | 68.3%-22.7pp |
| Annual return | 15.92% | 29.48%-13.6pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,309 | $3,113-58.0% | $3,754-65.1% | $2,631-50.3% |
| Participant deferral / active EE | $6,941 | $4,056+71.1% | $5,116+35.7% | $4,212+64.8% |
| Admin fee / account holder | $18,819 | $7,222+160.6% | $8,919+111.0% | $7,344+156.3% |