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 | $156,596 | $114,381+36.9% | $107,525+45.6% | $142,382+10.0% |
| Participation rate | 56.3% | 78.1%-21.9pp | 75.1%-18.8pp | 80.1%-23.9pp |
| Annual return | 16.45% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,950 | $4,015-51.4% | $3,754-48.0% | $4,299-54.6% |
| Participant deferral / active EE | $3,683 | $5,564-33.8% | $5,116-28.0% | $6,507-43.4% |
| Admin fee / account holder | $7,650 | $9,860-22.4% | $8,919-14.2% | $12,624-39.4% |