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 | $158,586 | $115,770+37.0% | $101,248+56.6% | $158,922-0.2% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 10.53% | 56.14%-45.6pp | 46.47%-35.9pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,040 | $4,175-75.1% | $3,660-71.6% | $4,761-78.2% |
| Participant deferral / active EE | $4,719 | $4,957-4.8% | $4,370+8.0% | $5,982-21.1% |
| Admin fee / account holder | $4,105 | $7,245-43.3% | $5,945-31.0% | $11,246-63.5% |