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 | $163,635 | $127,264+28.6% | $109,895+48.9% | $167,490-2.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.2%-14.2pp | 82.1%-22.1pp |
| Annual return | 10.44% | 22.97%-12.5pp | 29.45%-19.0pp | 478.56%-468.1pp |
| Employer contribution / active EE | $6,911 | $3,322+108.0% | $2,842+143.1% | $4,837+42.9% |
| Participant deferral / active EE | $6,823 | $4,514+51.2% | $4,048+68.6% | $6,341+7.6% |
| Admin fee / account holder | $49,245 | $7,114+592.2% | $6,066+711.9% | $12,309+300.1% |