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 | $151,221 | $85,202+77.5% | $172,739-12.5% | $72,985+107.2% |
| Participation rate | 54.5% | 70.1%-15.5pp | 82.6%-28.1pp | 69.5%-14.9pp |
| Annual return | 21.27% | 27.32%-6.1pp | 802.84%-781.6pp | 81.00%-59.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,772 | $3,260+46.4% | $5,198-8.2% | $3,607+32.3% |
| Admin fee / account holder | $32,895 | $5,884+459.1% | $13,954+135.7% | $5,124+541.9% |