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 | $170,305 | $95,416+78.5% | $185,823-8.4% | $85,850+98.4% |
| Participation rate | 69.2% | 68.8%+0.5pp | 81.7%-12.5pp | 69.3%-0.1pp |
| Annual return | 12.28% | 23.59%-11.3pp | 122.05%-109.8pp | 318.53%-306.3pp |
| Employer contribution / active EE | $2,277 | $3,314-31.3% | $5,167-55.9% | $2,565-11.2% |
| Participant deferral / active EE | $5,319 | $3,423+55.4% | $5,568-4.5% | $3,952+34.6% |
| Admin fee / account holder | $30,724 | $7,213+326.0% | $16,237+89.2% | $6,260+390.8% |