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 | $168,259 | $106,515+58.0% | $96,683+74.0% | $139,434+20.7% |
| Participation rate | 65.2% | 77.8%-12.6pp | 74.3%-9.1pp | 80.3%-15.1pp |
| Annual return | 14.21% | 38.43%-24.2pp | 35.69%-21.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $3,616 | $4,103-11.9% | $3,737-3.2% | $4,751-23.9% |
| Participant deferral / active EE | $5,117 | $5,454-6.2% | $4,878+4.9% | $6,710-23.7% |
| Admin fee / account holder | $44,439 | $7,877+464.2% | $6,730+560.4% | $11,403+289.7% |