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 | $131,019 | $89,753+46.0% | $107,525+21.9% | $84,808+54.5% |
| Participation rate | 45.8% | 68.1%-22.3pp | 75.1%-29.3pp | 68.3%-22.5pp |
| Annual return | 14.48% | 29.48%-15.0pp | 181.32%-166.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,911 | $3,113-38.6% | $3,754-49.1% | $2,631-27.4% |
| Participant deferral / active EE | $5,150 | $4,056+27.0% | $5,116+0.7% | $4,212+22.3% |
| Admin fee / account holder | $22,465 | $7,222+211.1% | $8,919+151.9% | $7,344+205.9% |