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 | $169,471 | $112,881+50.1% | $90,951+86.3% | $158,922+6.6% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 33.84% | 215.79%-182.0pp | 134.60%-100.8pp | 302.83%-269.0pp |
| Employer contribution / active EE | $1,603 | $2,893-44.6% | $2,122-24.5% | $4,761-66.3% |
| Participant deferral / active EE | $3,649 | $4,128-11.6% | $3,373+8.2% | $5,982-39.0% |
| Admin fee / account holder | $96,354 | $8,041+1098.3% | $5,959+1517.1% | $11,246+756.8% |