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 | $134,054 | $56,114+138.9% | $96,139+39.4% | $85,850+56.1% |
| Participation rate | 46.7% | 56.7%-10.1pp | 68.4%-21.8pp | 69.3%-22.6pp |
| Annual return | 19.03% | 42.30%-23.3pp | 191.94%-172.9pp | 318.53%-299.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,803 | $2,859+102.9% | $4,349+33.4% | $3,952+46.8% |
| Admin fee / account holder | $3,411 | $3,768-9.5% | $5,537-38.4% | $6,260-45.5% |