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 | $104,801 | $89,753+16.8% | $107,525-2.5% | $84,808+23.6% |
| Participation rate | 58.6% | 68.1%-9.4pp | 75.1%-16.5pp | 68.3%-9.7pp |
| Annual return | 22.03% | 29.48%-7.4pp | 181.32%-159.3pp | 40.90%-18.9pp |
| Employer contribution / active EE | $5,636 | $3,113+81.0% | $3,754+50.2% | $2,631+114.2% |
| Participant deferral / active EE | $4,492 | $4,056+10.7% | $5,116-12.2% | $4,212+6.7% |
| Admin fee / account holder | $1,225 | $7,222-83.0% | $8,919-86.3% | $7,344-83.3% |