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 | $136,501 | $53,127+156.9% | $86,590+57.6% | $70,131+94.6% |
| Participation rate | 62.5% | 65.3%-2.8pp | 73.5%-11.0pp | 69.5%-7.0pp |
| Annual return | 17.99% | 27.66%-9.7pp | 964.84%-946.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,353 | $2,068-34.6% | $2,839-52.3% | $2,342-42.2% |
| Participant deferral / active EE | $5,464 | $2,696+102.7% | $3,609+51.4% | $3,332+64.0% |
| Admin fee / account holder | $20,532 | $3,585+472.7% | $4,906+318.5% | $4,645+342.0% |