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 | $179,483 | $105,126+70.7% | $94,646+89.6% | $139,434+28.7% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 16.94% | 38.03%-21.1pp | 156.71%-139.8pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,814 | $4,106-55.8% | $3,672-50.6% | $4,751-61.8% |
| Participant deferral / active EE | $5,498 | $7,599-27.6% | $7,418-25.9% | $6,710-18.1% |
| Admin fee / account holder | $1,100 | $8,984-87.8% | $7,231-84.8% | $11,403-90.4% |