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 | $151,154 | $89,753+68.4% | $107,525+40.6% | $84,808+78.2% |
| Participation rate | 27.4% | 68.1%-40.7pp | 75.1%-47.7pp | 68.3%-40.9pp |
| Annual return | 15.43% | 29.48%-14.0pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,080 | $3,113-65.3% | $3,754-71.2% | $2,631-58.9% |
| Participant deferral / active EE | $2,362 | $4,056-41.8% | $5,116-53.8% | $4,212-43.9% |
| Admin fee / account holder | $16,041 | $7,222+122.1% | $8,919+79.9% | $7,344+118.4% |