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 | $125,261 | $78,485+59.6% | $106,213+17.9% | $74,495+68.1% |
| Participation rate | 49.3% | 72.8%-23.5pp | 75.3%-25.9pp | 67.2%-17.9pp |
| Annual return | 18.69% | 15.95%+2.7pp | 116.14%-97.4pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $1,464 | $2,523-42.0% | $3,171-53.8% | $2,623-44.2% |
| Participant deferral / active EE | $3,591 | $4,322-16.9% | $5,016-28.4% | $4,346-17.4% |
| Admin fee / account holder | $11,096 | $2,232+397.2% | $11,033+0.6% | $1,942+471.4% |