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 | $153,309 | $108,172+41.7% | $77,482+97.9% | $158,922-3.5% |
| Participation rate | 8.7% | 64.4%-55.7pp | 54.2%-45.5pp | 82.0%-73.3pp |
| Annual return | 17.14% | 31.67%-14.5pp | 54.79%-37.6pp | 302.83%-285.7pp |
| Employer contribution / active EE | $270 | $1,325-79.7% | $986-72.7% | $4,761-94.3% |
| Participant deferral / active EE | $1,274 | $2,456-48.1% | $1,861-31.6% | $5,982-78.7% |
| Admin fee / account holder | $1,126 | $3,708-69.6% | $2,858-60.6% | $11,246-90.0% |