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 | $165,204 | $115,882+42.6% | $100,516+64.4% | $158,922+4.0% |
| Participation rate | 52.6% | 81.6%-28.9pp | 79.4%-26.8pp | 82.0%-29.3pp |
| Annual return | 16.22% | 34.79%-18.6pp | 30.89%-14.7pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,719 | $4,103-58.1% | $3,418-49.7% | $4,761-63.9% |
| Participant deferral / active EE | $3,638 | $6,674-45.5% | $6,270-42.0% | $5,982-39.2% |
| Admin fee / account holder | $1,258 | $10,995-88.6% | $8,081-84.4% | $11,246-88.8% |