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 | $169,977 | $89,753+89.4% | $107,525+58.1% | $84,808+100.4% |
| Participation rate | 54.5% | 68.1%-13.5pp | 75.1%-20.5pp | 68.3%-13.8pp |
| Annual return | 14.55% | 29.48%-14.9pp | 181.32%-166.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,254 | $3,113+4.5% | $3,754-13.3% | $2,631+23.7% |
| Participant deferral / active EE | $8,433 | $4,056+107.9% | $5,116+64.9% | $4,212+100.2% |
| Admin fee / account holder | $40,166 | $7,222+456.2% | $8,919+350.4% | $7,344+446.9% |