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 | $153,086 | $60,124+154.6% | $90,404+69.3% | $79,858+91.7% |
| Participation rate | 66.7% | 65.0%+1.7pp | 72.7%-6.0pp | 69.6%-3.0pp |
| Annual return | 13.59% | 71.94%-58.4pp | 1293.02%-1279.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $871 | $2,068-57.9% | $3,262-73.3% | $2,471-64.7% |
| Participant deferral / active EE | $2,559 | $2,938-12.9% | $3,963-35.4% | $3,740-31.6% |
| Admin fee / account holder | $16,297 | $3,976+309.9% | $5,611+190.5% | $5,306+207.1% |