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 | $142,297 | $209,411-32.0% | $178,490-20.3% | $158,922-10.5% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 15.88% | 188.75%-172.9pp | 151.07%-135.2pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,890 | $5,706-49.4% | $5,011-42.3% | $4,761-39.3% |
| Participant deferral / active EE | $6,724 | $5,954+12.9% | $5,202+29.3% | $5,982+12.4% |
| Admin fee / account holder | $525 | $17,074-96.9% | $13,984-96.2% | $11,246-95.3% |