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 6-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 | $172,158 | $109,982+56.5% | $97,226+77.1% | $145,922+18.0% |
| Participation rate | 52.6% | 75.9%-23.3pp | 72.7%-20.1pp | 80.3%-27.6pp |
| Annual return | 14.48% | 242.90%-228.4pp | 75.13%-60.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,410 | $3,084-54.3% | $2,729-48.3% | $4,660-69.7% |
| Participant deferral / active EE | $5,838 | $4,676+24.8% | $4,264+36.9% | $6,688-12.7% |
| Admin fee / account holder | $9,038 | $6,221+45.3% | $5,654+59.9% | $13,397-32.5% |