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 | $183,150 | $72,277+153.4% | $101,248+80.9% | $79,858+129.3% |
| Participation rate | 47.2% | 68.5%-21.2pp | 75.8%-28.6pp | 69.6%-22.4pp |
| Annual return | 15.08% | 22.30%-7.2pp | 46.47%-31.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,697 | $2,692-37.0% | $3,660-53.6% | $2,471-31.3% |
| Participant deferral / active EE | $4,116 | $3,282+25.4% | $4,370-5.8% | $3,740+10.0% |
| Admin fee / account holder | $1,185 | $4,400-73.1% | $5,945-80.1% | $5,306-77.7% |