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 | $180,647 | $105,181+71.7% | $159,436+13.3% | $85,850+110.4% |
| Participation rate | 51.9% | 75.8%-23.8pp | 82.8%-30.9pp | 69.3%-17.4pp |
| Annual return | 19.17% | 45.07%-25.9pp | 263.57%-244.4pp | 318.53%-299.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,029 | $5,945-15.4% | $7,352-31.6% | $3,952+27.2% |
| Admin fee / account holder | $21,213 | $6,933+206.0% | $10,799+96.4% | $6,260+238.9% |