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 | $168,036 | $157,256+6.9% | $141,162+19.0% | $152,861+9.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 42.70% | 64.32%-21.6pp | 71.39%-28.7pp | 345.32%-302.6pp |
| Employer contribution / active EE | $1,920 | $5,261-63.5% | $4,735-59.5% | $4,762-59.7% |
| Participant deferral / active EE | $12,500 | $7,109+75.8% | $6,709+86.3% | $5,850+113.7% |
| Admin fee / account holder | $431 | $12,120-96.4% | $10,261-95.8% | $11,596-96.3% |