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 | $159,741 | $99,079+61.2% | $77,999+104.8% | $273,961-41.7% |
| Participation rate | 64.3% | 78.6%-14.3pp | 75.5%-11.2pp | 83.0%-18.7pp |
| Annual return | 5.95% | 217.93%-212.0pp | 425.96%-420.0pp | 41.45%-35.5pp |
| Employer contribution / active EE | $5,682 | $3,308+71.8% | $2,470+130.0% | $4,869+16.7% |
| Participant deferral / active EE | $7,576 | $4,306+75.9% | $3,497+116.6% | $5,287+43.3% |
| Admin fee / account holder | $12,500 | $8,954+39.6% | $5,480+128.1% | $10,132+23.4% |