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 | $150,615 | $91,538+64.5% | $129,995+15.9% | $75,163+100.4% |
| Participation rate | 66.1% | 71.4%-5.4pp | 78.5%-12.4pp | 67.2%-1.1pp |
| Annual return | 15.92% | -631.11%+647.0pp | -137.18%+153.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,784 | $2,845-37.3% | $4,320-58.7% | $2,670-33.2% |
| Participant deferral / active EE | $4,624 | $4,341+6.5% | $5,820-20.6% | $4,125+12.1% |
| Admin fee / account holder | $41,014 | $6,790+504.0% | $10,614+286.4% | $5,651+625.8% |