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 | $142,617 | $102,966+38.5% | $90,281+58.0% | $152,861-6.7% |
| Participation rate | 45.5% | 75.9%-30.4pp | 73.3%-27.8pp | 82.4%-37.0pp |
| Annual return | 22.67% | 95.16%-72.5pp | 78.10%-55.4pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,129 | $3,139-64.0% | $2,854-60.5% | $4,762-76.3% |
| Participant deferral / active EE | $1,730 | $4,281-59.6% | $3,885-55.5% | $5,850-70.4% |
| Admin fee / account holder | $6,825 | $6,171+10.6% | $5,351+27.5% | $11,596-41.1% |