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 | $148,981 | $89,753+66.0% | $107,525+38.6% | $84,808+75.7% |
| Participation rate | 52.9% | 68.1%-15.1pp | 75.1%-22.1pp | 68.3%-15.4pp |
| Annual return | 16.99% | 29.48%-12.5pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,547 | $3,113-18.2% | $3,754-32.1% | $2,631-3.2% |
| Participant deferral / active EE | $5,545 | $4,056+36.7% | $5,116+8.4% | $4,212+31.7% |
| Admin fee / account holder | $17,486 | $7,222+142.1% | $8,919+96.1% | $7,344+138.1% |