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 | $206,839 | $89,753+130.5% | $107,525+92.4% | $84,808+143.9% |
| Participation rate | 46.4% | 68.1%-21.6pp | 75.1%-28.6pp | 68.3%-21.9pp |
| Annual return | 15.25% | 29.48%-14.2pp | 181.32%-166.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,195 | $4,056-45.9% | $5,116-57.1% | $4,212-47.9% |
| Admin fee / account holder | $4,458 | $7,222-38.3% | $8,919-50.0% | $7,344-39.3% |