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 | $160,415 | $112,096+43.1% | $95,952+67.2% | $158,922+0.9% |
| Participation rate | 52.2% | 79.0%-26.8pp | 77.1%-24.9pp | 82.0%-29.8pp |
| Annual return | 10.25% | 171.09%-160.8pp | 91.61%-81.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $4,735 | $3,198+48.0% | $2,541+86.3% | $4,761-0.6% |
| Participant deferral / active EE | $2,291 | $4,784-52.1% | $4,167-45.0% | $5,982-61.7% |
| Admin fee / account holder | $6,907 | $10,130-31.8% | $6,795+1.6% | $11,246-38.6% |