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 | $162,537 | $105,181+54.5% | $159,436+1.9% | $85,850+89.3% |
| Participation rate | 51.2% | 75.8%-24.6pp | 82.8%-31.7pp | 69.3%-18.2pp |
| Annual return | 14.03% | 45.07%-31.0pp | 263.57%-249.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $2,658 | $3,318-19.9% | $4,829-45.0% | $2,565+3.6% |
| Participant deferral / active EE | $3,900 | $5,945-34.4% | $7,352-47.0% | $3,952-1.3% |
| Admin fee / account holder | $4,074 | $6,933-41.2% | $10,799-62.3% | $6,260-34.9% |