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 | $189,422 | $89,753+111.0% | $107,525+76.2% | $84,808+123.4% |
| Participation rate | 54.2% | 68.1%-13.9pp | 75.1%-20.9pp | 68.3%-14.1pp |
| Annual return | 16.51% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,527 | $3,113+13.3% | $3,754-6.0% | $2,631+34.0% |
| Participant deferral / active EE | $4,256 | $4,056+4.9% | $5,116-16.8% | $4,212+1.1% |
| Admin fee / account holder | $3,162 | $7,222-56.2% | $8,919-64.5% | $7,344-56.9% |