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 | $158,920 | $87,013+82.6% | $106,213+49.6% | $80,856+96.5% |
| Participation rate | 60.5% | 70.4%-10.0pp | 75.3%-14.8pp | 67.6%-7.2pp |
| Annual return | 11.68% | 17.05%-5.4pp | 116.14%-104.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $6,478 | $2,395+170.4% | $3,171+104.2% | $2,755+135.1% |
| Participant deferral / active EE | $6,991 | $3,986+75.4% | $5,016+39.4% | $4,296+62.8% |
| Admin fee / account holder | $11,731 | $8,431+39.1% | $11,033+6.3% | $6,918+69.6% |