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 | $188,728 | $109,881+71.8% | $150,045+25.8% | $84,808+122.5% |
| Participation rate | 44.9% | 76.1%-31.2pp | 82.3%-37.4pp | 68.3%-23.4pp |
| Annual return | 14.94% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,579 | $3,561-55.7% | $4,693-66.4% | $2,631-40.0% |
| Participant deferral / active EE | $3,182 | $6,636-52.1% | $7,997-60.2% | $4,212-24.5% |
| Admin fee / account holder | $1,058 | $8,568-87.6% | $13,435-92.1% | $7,344-85.6% |