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 | $135,475 | $89,753+50.9% | $107,525+26.0% | $84,808+59.7% |
| Participation rate | 41.3% | 68.1%-26.7pp | 75.1%-33.7pp | 68.3%-27.0pp |
| Annual return | 16.33% | 29.48%-13.1pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,460 | $3,113-53.1% | $3,754-61.1% | $2,631-44.5% |
| Participant deferral / active EE | $3,161 | $4,056-22.1% | $5,116-38.2% | $4,212-25.0% |
| Admin fee / account holder | $1,858 | $7,222-74.3% | $8,919-79.2% | $7,344-74.7% |