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 | $159,576 | $110,257+44.7% | $96,544+65.3% | $139,434+14.4% |
| Participation rate | 54.5% | 78.1%-23.5pp | 76.0%-21.4pp | 80.3%-25.8pp |
| Annual return | 12.29% | 26.32%-14.0pp | 25.84%-13.5pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,063 | $3,620-70.6% | $2,965-64.1% | $4,751-77.6% |
| Participant deferral / active EE | $2,580 | $5,548-53.5% | $4,851-46.8% | $6,710-61.5% |
| Admin fee / account holder | $499 | $11,591-95.7% | $8,252-94.0% | $11,403-95.6% |