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 8-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 | $158,426 | $89,753+76.5% | $107,525+47.3% | $84,808+86.8% |
| Participation rate | 32.3% | 68.1%-35.8pp | 75.1%-42.8pp | 68.3%-36.1pp |
| Annual return | 15.19% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,769 | $3,113-43.2% | $3,754-52.9% | $2,631-32.8% |
| Participant deferral / active EE | $2,575 | $4,056-36.5% | $5,116-49.7% | $4,212-38.8% |
| Admin fee / account holder | $13,739 | $7,222+90.2% | $8,919+54.1% | $7,344+87.1% |