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 | $198,719 | $109,881+80.9% | $150,045+32.4% | $84,808+134.3% |
| Participation rate | 47.5% | 76.1%-28.6pp | 82.3%-34.8pp | 68.3%-20.8pp |
| Annual return | 15.32% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,167 | $3,561-67.2% | $4,693-75.1% | $2,631-55.7% |
| Participant deferral / active EE | $3,795 | $6,636-42.8% | $7,997-52.5% | $4,212-9.9% |
| Admin fee / account holder | $17,733 | $8,568+107.0% | $13,435+32.0% | $7,344+141.5% |