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 | $155,554 | $111,754+39.2% | $103,333+50.5% | $145,922+6.6% |
| Participation rate | 54.2% | 77.9%-23.8pp | 74.5%-20.3pp | 80.3%-26.1pp |
| Annual return | 11.74% | 24.77%-13.0pp | 24.88%-13.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,472 | $4,212-41.3% | $3,868-36.1% | $4,660-46.9% |
| Participant deferral / active EE | $4,320 | $5,619-23.1% | $5,057-14.6% | $6,688-35.4% |
| Admin fee / account holder | $1,452 | $9,750-85.1% | $8,355-82.6% | $13,397-89.2% |