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 | $155,989 | $89,753+73.8% | $107,525+45.1% | $84,808+83.9% |
| Participation rate | 47.2% | 68.1%-20.8pp | 75.1%-27.9pp | 68.3%-21.1pp |
| Annual return | 16.86% | 29.48%-12.6pp | 181.32%-164.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,099 | $3,113-32.6% | $3,754-44.1% | $2,631-20.2% |
| Participant deferral / active EE | $6,260 | $4,056+54.3% | $5,116+22.4% | $4,212+48.6% |
| Admin fee / account holder | $1,515 | $7,222-79.0% | $8,919-83.0% | $7,344-79.4% |