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 | $157,191 | $74,888+109.9% | $71,209+120.7% | $142,382+10.4% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 14.29% | 345.14%-330.9pp | 282.51%-268.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,911 | $2,854-33.0% | $2,721-29.8% | $4,299-55.5% |
| Participant deferral / active EE | $7,539 | $4,454+69.3% | $4,175+80.6% | $6,507+15.9% |
| Admin fee / account holder | $89,714 | $5,568+1511.1% | $5,349+1577.3% | $12,624+610.7% |