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 | $173,941 | $110,809+57.0% | $86,874+100.2% | $167,490+3.9% |
| Participation rate | 63.6% | 75.8%-12.2pp | 71.6%-8.0pp | 82.1%-18.5pp |
| Annual return | 15.14% | 116.98%-101.8pp | 63.52%-48.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,328 | $3,244-59.1% | $2,495-46.8% | $4,837-72.5% |
| Participant deferral / active EE | $3,350 | $4,546-26.3% | $3,699-9.4% | $6,341-47.2% |
| Admin fee / account holder | $913 | $8,415-89.2% | $5,828-84.3% | $12,309-92.6% |