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 | $124,476 | $49,922+149.3% | $80,569+54.5% | $75,163+65.6% |
| Participation rate | 47.1% | 55.3%-8.2pp | 67.0%-19.9pp | 67.2%-20.1pp |
| Annual return | 16.28% | 34.69%-18.4pp | 935.43%-919.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $329 | $1,698-80.6% | $2,723-87.9% | $2,670-87.7% |
| Participant deferral / active EE | $1,652 | $2,990-44.8% | $4,447-62.9% | $4,125-60.0% |
| Admin fee / account holder | $4,460 | $3,577+24.7% | $5,377-17.0% | $5,651-21.1% |