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 | $169,752 | $112,881+50.4% | $90,951+86.6% | $158,922+6.8% |
| Participation rate | 43.8% | 74.7%-31.0pp | 69.0%-25.3pp | 82.0%-38.2pp |
| Annual return | 7.49% | 215.79%-208.3pp | 134.60%-127.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $913 | $2,893-68.5% | $2,122-57.0% | $4,761-80.8% |
| Participant deferral / active EE | $3,858 | $4,128-6.5% | $3,373+14.4% | $5,982-35.5% |
| Admin fee / account holder | $4,290 | $8,041-46.7% | $5,959-28.0% | $11,246-61.9% |