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 | $169,983 | $65,365+160.1% | $92,893+83.0% | $72,985+132.9% |
| Participation rate | 38.7% | 68.3%-29.6pp | 76.0%-37.3pp | 69.5%-30.8pp |
| Annual return | 20.13% | 42.10%-22.0pp | 109.41%-89.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,305 | $2,594-49.7% | $3,653-64.3% | $2,440-46.5% |
| Participant deferral / active EE | $2,881 | $3,128-7.9% | $4,236-32.0% | $3,607-20.1% |
| Admin fee / account holder | $8,135 | $4,251+91.4% | $5,794+40.4% | $5,124+58.8% |