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 | $187,040 | $99,985+87.1% | $146,665+27.5% | $85,850+117.9% |
| Participation rate | 51.7% | 73.1%-21.4pp | 80.1%-28.4pp | 69.3%-17.6pp |
| Annual return | 21.03% | 18.93%+2.1pp | 22.74%-1.7pp | 318.53%-297.5pp |
| Employer contribution / active EE | $1,360 | $2,559-46.9% | $4,136-67.1% | $2,565-47.0% |
| Participant deferral / active EE | $3,145 | $4,006-21.5% | $5,506-42.9% | $3,952-20.4% |
| Admin fee / account holder | $1,701 | $7,702-77.9% | $10,280-83.4% | $6,260-72.8% |