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 | $177,131 | $89,753+97.4% | $107,525+64.7% | $84,808+108.9% |
| Participation rate | 42.9% | 68.1%-25.2pp | 75.1%-32.2pp | 68.3%-25.5pp |
| Annual return | 13.01% | 29.48%-16.5pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,114 | $3,113-64.2% | $3,754-70.3% | $2,631-57.7% |
| Participant deferral / active EE | $3,167 | $4,056-21.9% | $5,116-38.1% | $4,212-24.8% |
| Admin fee / account holder | $28,840 | $7,222+299.3% | $8,919+223.4% | $7,344+292.7% |