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 | $147,122 | $117,983+24.7% | $101,794+44.5% | $142,382+3.3% |
| Participation rate | 52.6% | 74.2%-21.6pp | 69.2%-16.6pp | 80.1%-27.5pp |
| Annual return | 11.49% | 36.92%-25.4pp | 30.53%-19.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,205 | $2,773-56.6% | $2,289-47.4% | $4,299-72.0% |
| Participant deferral / active EE | $2,734 | $4,714-42.0% | $4,084-33.1% | $6,507-58.0% |
| Admin fee / account holder | $84,597 | $10,433+710.8% | $8,777+863.8% | $12,624+570.1% |