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 | $165,362 | $117,381+40.9% | $99,443+66.3% | $152,861+8.2% |
| Participation rate | 33.3% | 77.5%-44.2pp | 73.8%-40.5pp | 82.4%-49.1pp |
| Annual return | 16.06% | 31.87%-15.8pp | 30.72%-14.7pp | 345.32%-329.3pp |
| Employer contribution / active EE | $2,078 | $3,013-31.0% | $2,540-18.2% | $4,762-56.4% |
| Participant deferral / active EE | $9,119 | $4,086+123.2% | $3,619+152.0% | $5,850+55.9% |
| Admin fee / account holder | $4,547 | $7,631-40.4% | $6,250-27.3% | $11,596-60.8% |