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 | $162,213 | $109,327+48.4% | $89,391+81.5% | $158,922+2.1% |
| Participation rate | 36.4% | 74.3%-37.9pp | 68.0%-31.6pp | 82.0%-45.6pp |
| Annual return | 18.07% | 345.68%-327.6pp | 245.62%-227.5pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,416 | $3,170-23.8% | $2,586-6.5% | $4,761-49.3% |
| Participant deferral / active EE | $3,893 | $4,598-15.3% | $3,890+0.1% | $5,982-34.9% |
| Admin fee / account holder | $63,000 | $6,153+923.9% | $4,881+1190.6% | $11,246+460.2% |