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 | $152,541 | $228,332-33.2% | $185,823-17.9% | $158,922-4.0% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 15.46% | 40.80%-25.3pp | 35.95%-20.5pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,321 | $4,967-73.4% | $4,087-67.7% | $4,761-72.3% |
| Participant deferral / active EE | $2,649 | $6,415-58.7% | $5,632-53.0% | $5,982-55.7% |
| Admin fee / account holder | $14,118 | $11,864+19.0% | $9,500+48.6% | $11,246+25.5% |