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 | $164,167 | $89,753+82.9% | $107,525+52.7% | $84,808+93.6% |
| Participation rate | 48.0% | 68.1%-20.1pp | 75.1%-27.1pp | 68.3%-20.3pp |
| Annual return | 13.38% | 29.48%-16.1pp | 181.32%-167.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $4,689 | $3,113+50.6% | $3,754+24.9% | $2,631+78.2% |
| Participant deferral / active EE | $2,266 | $4,056-44.1% | $5,116-55.7% | $4,212-46.2% |
| Admin fee / account holder | $5,016 | $7,222-30.5% | $8,919-43.8% | $7,344-31.7% |