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 | $152,065 | $93,571+62.5% | $135,903+11.9% | $75,163+102.3% |
| Participation rate | 68.7% | 75.2%-6.5pp | 81.9%-13.3pp | 67.2%+1.5pp |
| Annual return | 23.88% | 30.90%-7.0pp | 68.23%-44.4pp | 160.62%-136.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,435 | $6,404+47.3% | $7,758+21.6% | $4,125+128.7% |
| Admin fee / account holder | $11,277 | $6,975+61.7% | $10,762+4.8% | $5,651+99.6% |