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 | $164,523 | $77,899+111.2% | $149,673+9.9% | $75,163+118.9% |
| Participation rate | 19.6% | 65.6%-45.9pp | 78.8%-59.1pp | 67.2%-47.5pp |
| Annual return | 17.58% | 31.72%-14.1pp | 134.42%-116.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $783 | $3,137-75.0% | $4,818-83.7% | $2,670-70.7% |
| Participant deferral / active EE | $2,117 | $3,411-37.9% | $5,680-62.7% | $4,125-48.7% |
| Admin fee / account holder | $2,287 | $5,956-61.6% | $13,210-82.7% | $5,651-59.5% |