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 | $176,809 | $111,724+58.3% | $93,606+88.9% | $145,922+21.2% |
| Participation rate | 61.9% | 74.2%-12.3pp | 68.7%-6.8pp | 80.3%-18.4pp |
| Annual return | 15.24% | 202.98%-187.7pp | 133.20%-118.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,885 | $3,090-6.6% | $2,420+19.2% | $4,660-38.1% |
| Participant deferral / active EE | $3,900 | $4,912-20.6% | $4,411-11.6% | $6,688-41.7% |
| Admin fee / account holder | $26,137 | $10,250+155.0% | $8,285+215.5% | $13,397+95.1% |