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 | $156,340 | $114,381+36.7% | $107,525+45.4% | $142,382+9.8% |
| Participation rate | 60.9% | 78.1%-17.3pp | 75.1%-14.2pp | 80.1%-19.3pp |
| Annual return | 16.76% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,526 | $4,015-37.1% | $3,754-32.7% | $4,299-41.2% |
| Participant deferral / active EE | $5,952 | $5,564+7.0% | $5,116+16.4% | $6,507-8.5% |
| Admin fee / account holder | $7,823 | $9,860-20.7% | $8,919-12.3% | $12,624-38.0% |