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 | $123,080 | $98,750+24.6% | $149,696-17.8% | $79,858+54.1% |
| Participation rate | 44.4% | 75.8%-31.3pp | 82.5%-38.0pp | 69.6%-25.2pp |
| Annual return | 16.02% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,170 | $3,216-63.6% | $4,644-74.8% | $2,471-52.6% |
| Participant deferral / active EE | $3,177 | $5,680-44.1% | $6,842-53.6% | $3,740-15.1% |
| Admin fee / account holder | $3,926 | $6,053-35.1% | $9,309-57.8% | $5,306-26.0% |