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 | $148,329 | $100,754+47.2% | $86,677+71.1% | $134,475+10.3% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -15.70% | 29.04%-44.7pp | 35.91%-51.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,788 | $3,489-20.1% | $2,836-1.7% | $4,740-41.2% |
| Participant deferral / active EE | $6,736 | $5,338+26.2% | $4,656+44.7% | $6,400+5.3% |
| Admin fee / account holder | $11,717 | $10,926+7.2% | $7,493+56.4% | $11,426+2.5% |