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 | $147,393 | $74,888+96.8% | $71,209+107.0% | $142,382+3.5% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 16.47% | 345.14%-328.7pp | 282.51%-266.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,100 | $2,854-61.5% | $2,721-59.6% | $4,299-74.4% |
| Participant deferral / active EE | $1,791 | $4,454-59.8% | $4,175-57.1% | $6,507-72.5% |
| Admin fee / account holder | $1,463 | $5,568-73.7% | $5,349-72.6% | $12,624-88.4% |