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 | $199,192 | $127,777+55.9% | $106,548+87.0% | $167,490+18.9% |
| Participation rate | 57.1% | 78.3%-21.1pp | 76.1%-19.0pp | 82.1%-25.0pp |
| Annual return | 11.85% | 33.87%-22.0pp | 26.80%-15.0pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,433 | $3,427-58.2% | $2,819-49.2% | $4,837-70.4% |
| Participant deferral / active EE | $3,000 | $5,087-41.0% | $4,398-31.8% | $6,341-52.7% |
| Admin fee / account holder | $3,333 | $11,228-70.3% | $7,407-55.0% | $12,309-72.9% |