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 | $156,051 | $56,114+178.1% | $96,139+62.3% | $85,850+81.8% |
| Participation rate | 45.3% | 56.7%-11.4pp | 68.4%-23.2pp | 69.3%-24.0pp |
| Annual return | 15.80% | 42.30%-26.5pp | 191.94%-176.1pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,001 | $1,620-38.2% | $2,797-64.2% | $2,565-61.0% |
| Participant deferral / active EE | $2,167 | $2,859-24.2% | $4,349-50.2% | $3,952-45.2% |
| Admin fee / account holder | $19,477 | $3,768+416.9% | $5,537+251.8% | $6,260+211.1% |