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 | $129,897 | $89,753+44.7% | $107,525+20.8% | $84,808+53.2% |
| Participation rate | 55.3% | 68.1%-12.8pp | 75.1%-19.8pp | 68.3%-13.0pp |
| Annual return | 14.30% | 29.48%-15.2pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,549 | $3,113-50.3% | $3,754-58.7% | $2,631-41.1% |
| Participant deferral / active EE | $3,389 | $4,056-16.4% | $5,116-33.7% | $4,212-19.5% |
| Admin fee / account holder | $1,765 | $7,222-75.6% | $8,919-80.2% | $7,344-76.0% |