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 | $156,800 | $115,770+35.4% | $101,248+54.9% | $158,922-1.3% |
| Participation rate | 60.9% | 79.4%-18.5pp | 75.8%-14.9pp | 82.0%-21.1pp |
| Annual return | 13.02% | 56.14%-43.1pp | 46.47%-33.4pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,730 | $4,175-58.6% | $3,660-52.7% | $4,761-63.7% |
| Participant deferral / active EE | $5,250 | $4,957+5.9% | $4,370+20.1% | $5,982-12.2% |
| Admin fee / account holder | $30,992 | $7,245+327.8% | $5,945+421.3% | $11,246+175.6% |