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 | $131,637 | $89,753+46.7% | $107,525+22.4% | $84,808+55.2% |
| Participation rate | 65.5% | 68.1%-2.6pp | 75.1%-9.6pp | 68.3%-2.8pp |
| Annual return | 19.24% | 29.48%-10.2pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $9,911 | $3,113+218.3% | $3,754+164.0% | $2,631+276.7% |
| Participant deferral / active EE | $4,312 | $4,056+6.3% | $5,116-15.7% | $4,212+2.4% |
| Admin fee / account holder | $5,754 | $7,222-20.3% | $8,919-35.5% | $7,344-21.7% |