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 | $170,717 | $89,753+90.2% | $107,525+58.8% | $84,808+101.3% |
| Participation rate | 29.3% | 68.1%-38.8pp | 75.1%-45.8pp | 68.3%-39.0pp |
| Annual return | 13.09% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,144 | $3,113-63.2% | $3,754-69.5% | $2,631-56.5% |
| Participant deferral / active EE | $1,784 | $4,056-56.0% | $5,116-65.1% | $4,212-57.6% |
| Admin fee / account holder | $11,043 | $7,222+52.9% | $8,919+23.8% | $7,344+50.4% |