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 | $190,882 | $89,753+112.7% | $107,525+77.5% | $84,808+125.1% |
| Participation rate | 54.8% | 68.1%-13.2pp | 75.1%-20.2pp | 68.3%-13.5pp |
| Annual return | 16.46% | 29.48%-13.0pp | 181.32%-164.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,613 | $4,056-35.6% | $5,116-48.9% | $4,212-38.0% |
| Admin fee / account holder | $391 | $7,222-94.6% | $8,919-95.6% | $7,344-94.7% |