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 | $163,704 | $103,376+58.4% | $87,100+87.9% | $152,861+7.1% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.9%-14.4pp | 82.4%-19.9pp |
| Annual return | 15.59% | 28.10%-12.5pp | 28.19%-12.6pp | 345.32%-329.7pp |
| Employer contribution / active EE | $3,750 | $3,220+16.4% | $2,521+48.7% | $4,762-21.3% |
| Participant deferral / active EE | $1,687 | $4,778-64.7% | $4,049-58.3% | $5,850-71.2% |
| Admin fee / account holder | $52,985 | $12,205+334.1% | $7,497+606.8% | $11,596+356.9% |