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 | $124,394 | $73,933+68.3% | $96,683+28.7% | $75,163+65.5% |
| Participation rate | 48.6% | 66.4%-17.8pp | 74.3%-25.7pp | 67.2%-18.5pp |
| Annual return | 17.06% | 26.70%-9.6pp | 35.69%-18.6pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,250 | $2,928-23.1% | $3,737-39.8% | $2,670-15.7% |
| Participant deferral / active EE | $6,500 | $3,659+77.7% | $4,878+33.2% | $4,125+57.6% |
| Admin fee / account holder | $13,041 | $5,216+150.0% | $6,730+93.8% | $5,651+130.8% |