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 | $154,933 | $102,966+50.5% | $90,281+71.6% | $152,861+1.4% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 18.05% | 95.16%-77.1pp | 78.10%-60.1pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,395 | $3,139-55.6% | $2,854-51.1% | $4,762-70.7% |
| Participant deferral / active EE | $5,289 | $4,281+23.5% | $3,885+36.1% | $5,850-9.6% |
| Admin fee / account holder | $1,665 | $6,171-73.0% | $5,351-68.9% | $11,596-85.6% |