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 | $182,462 | $89,753+103.3% | $107,525+69.7% | $84,808+115.1% |
| Participation rate | 67.6% | 68.1%-0.4pp | 75.1%-7.4pp | 68.3%-0.7pp |
| Annual return | 19.51% | 29.48%-10.0pp | 181.32%-161.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,879 | $3,113-7.5% | $3,754-23.3% | $2,631+9.4% |
| Participant deferral / active EE | $7,592 | $4,056+87.2% | $5,116+48.4% | $4,212+80.3% |
| Admin fee / account holder | $3,696 | $7,222-48.8% | $8,919-58.6% | $7,344-49.7% |