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 | $158,520 | $111,754+41.8% | $103,333+53.4% | $145,922+8.6% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 13.47% | 24.77%-11.3pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,264 | $4,212-70.0% | $3,868-67.3% | $4,660-72.9% |
| Participant deferral / active EE | $5,728 | $5,619+1.9% | $5,057+13.3% | $6,688-14.3% |
| Admin fee / account holder | $11,051 | $9,750+13.3% | $8,355+32.3% | $13,397-17.5% |