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 | $147,472 | $91,190+61.7% | $178,490-17.4% | $79,858+84.7% |
| Participation rate | 67.6% | 69.2%-1.6pp | 81.9%-14.4pp | 69.6%-2.1pp |
| Annual return | 10.61% | 24.19%-13.6pp | 151.07%-140.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,871 | $3,256-42.5% | $5,011-62.7% | $2,471-24.3% |
| Participant deferral / active EE | $4,467 | $3,236+38.0% | $5,202-14.1% | $3,740+19.4% |
| Admin fee / account holder | $3,801 | $6,751-43.7% | $13,984-72.8% | $5,306-28.4% |