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 | $124,837 | $89,753+39.1% | $107,525+16.1% | $84,808+47.2% |
| Participation rate | 48.4% | 68.1%-19.7pp | 75.1%-26.7pp | 68.3%-19.9pp |
| Annual return | 14.12% | 29.48%-15.4pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,257 | $3,113-59.6% | $3,754-66.5% | $2,631-52.2% |
| Participant deferral / active EE | $3,205 | $4,056-21.0% | $5,116-37.4% | $4,212-23.9% |
| Admin fee / account holder | $26,794 | $7,222+271.0% | $8,919+200.4% | $7,344+264.8% |