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 | $159,890 | $89,753+78.1% | $107,525+48.7% | $84,808+88.5% |
| Participation rate | 44.4% | 68.1%-23.6pp | 75.1%-30.6pp | 68.3%-23.9pp |
| Annual return | 12.94% | 29.48%-16.5pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,355 | $3,113-24.4% | $3,754-37.3% | $2,631-10.5% |
| Participant deferral / active EE | $3,130 | $4,056-22.8% | $5,116-38.8% | $4,212-25.7% |
| Admin fee / account holder | $11,250 | $7,222+55.8% | $8,919+26.1% | $7,344+53.2% |