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 | $192,861 | $117,983+63.5% | $101,794+89.5% | $142,382+35.5% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.2%-5.5pp | 80.1%-16.5pp |
| Annual return | 19.37% | 36.92%-17.5pp | 30.53%-11.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $4,451 | $2,773+60.5% | $2,289+94.5% | $4,299+3.5% |
| Participant deferral / active EE | $5,516 | $4,714+17.0% | $4,084+35.1% | $6,507-15.2% |
| Admin fee / account holder | $1,519 | $10,433-85.4% | $8,777-82.7% | $12,624-88.0% |