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 | $197,057 | $111,754+76.3% | $103,333+90.7% | $145,922+35.0% |
| Participation rate | 52.6% | 77.9%-25.3pp | 74.5%-21.9pp | 80.3%-27.6pp |
| Annual return | 13.64% | 24.77%-11.1pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,605 | $4,212-61.9% | $3,868-58.5% | $4,660-65.6% |
| Participant deferral / active EE | $3,602 | $5,619-35.9% | $5,057-28.8% | $6,688-46.1% |
| Admin fee / account holder | $5,605 | $9,750-42.5% | $8,355-32.9% | $13,397-58.2% |