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 | $123,402 | $56,114+119.9% | $96,139+28.4% | $85,850+43.7% |
| Participation rate | 37.5% | 56.7%-19.2pp | 68.4%-30.9pp | 69.3%-31.8pp |
| Annual return | 16.89% | 42.30%-25.4pp | 191.94%-175.1pp | 318.53%-301.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,692 | $2,859-40.8% | $4,349-61.1% | $3,952-57.2% |
| Admin fee / account holder | $1,505 | $3,768-60.1% | $5,537-72.8% | $6,260-76.0% |