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 | $196,154 | $118,680+65.3% | $98,907+98.3% | $158,922+23.4% |
| Participation rate | 52.2% | 77.8%-25.6pp | 76.0%-23.9pp | 82.0%-29.8pp |
| Annual return | 6.19% | 372.35%-366.2pp | 196.43%-190.2pp | 302.83%-296.6pp |
| Employer contribution / active EE | $2,340 | $3,333-29.8% | $2,689-13.0% | $4,761-50.8% |
| Participant deferral / active EE | $5,804 | $5,088+14.1% | $4,244+36.8% | $5,982-3.0% |
| Admin fee / account holder | $68,221 | $10,131+573.4% | $6,642+927.2% | $11,246+506.6% |