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 | $141,439 | $89,753+57.6% | $107,525+31.5% | $84,808+66.8% |
| Participation rate | 54.1% | 68.1%-14.0pp | 75.1%-21.0pp | 68.3%-14.3pp |
| Annual return | 14.46% | 29.48%-15.0pp | 181.32%-166.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,527 | $4,056+11.6% | $5,116-11.5% | $4,212+7.5% |
| Admin fee / account holder | $6,138 | $7,222-15.0% | $8,919-31.2% | $7,344-16.4% |