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 | $145,538 | $123,909+17.5% | $69,647+109.0% | $145,922-0.3% |
| Participation rate | 28.6% | 69.2%-40.6pp | 66.5%-37.9pp | 80.3%-51.7pp |
| Annual return | 6.59% | 190.55%-184.0pp | 100.48%-93.9pp | 561.29%-554.7pp |
| Employer contribution / active EE | $791 | $2,682-70.5% | $1,712-53.8% | $4,660-83.0% |
| Participant deferral / active EE | $6,269 | $4,236+48.0% | $2,886+117.2% | $6,688-6.3% |
| Admin fee / account holder | $52,719 | $7,863+570.5% | $4,713+1018.6% | $13,397+293.5% |