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 | $142,072 | $125,758+13.0% | $169,993-16.4% | $75,163+89.0% |
| Participation rate | 61.5% | 83.6%-22.1pp | 87.0%-25.5pp | 67.2%-5.7pp |
| Annual return | 15.96% | 27.20%-11.2pp | 53.37%-37.4pp | 160.62%-144.7pp |
| Employer contribution / active EE | $3,035 | $4,615-34.2% | $6,785-55.3% | $2,670+13.7% |
| Participant deferral / active EE | $10,528 | $6,837+54.0% | $10,408+1.2% | $4,125+155.2% |
| Admin fee / account holder | $408 | $8,173-95.0% | $12,815-96.8% | $5,651-92.8% |