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 | $171,609 | $65,409+162.4% | $98,442+74.3% | $85,850+99.9% |
| Participation rate | 42.2% | 65.0%-22.8pp | 73.3%-31.1pp | 69.3%-27.1pp |
| Annual return | 16.78% | 21.76%-5.0pp | 1492.73%-1476.0pp | 318.53%-301.8pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,057 | $3,166+59.7% | $4,276+18.3% | $3,952+28.0% |
| Admin fee / account holder | $5,525 | $4,593+20.3% | $5,949-7.1% | $6,260-11.7% |