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 | $217,799 | $89,753+142.7% | $107,525+102.6% | $84,808+156.8% |
| Participation rate | 42.0% | 68.1%-26.1pp | 75.1%-33.1pp | 68.3%-26.3pp |
| Annual return | 14.48% | 29.48%-15.0pp | 181.32%-166.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,450 | $3,113-53.4% | $3,754-61.4% | $2,631-44.9% |
| Participant deferral / active EE | $3,153 | $4,056-22.3% | $5,116-38.4% | $4,212-25.1% |
| Admin fee / account holder | $20,431 | $7,222+182.9% | $8,919+129.1% | $7,344+178.2% |