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 | $145,590 | $74,888+94.4% | $71,209+104.5% | $142,382+2.3% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 15.08% | 345.14%-330.1pp | 282.51%-267.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $6,952 | $2,854+143.5% | $2,721+155.5% | $4,299+61.7% |
| Participant deferral / active EE | $18,047 | $4,454+305.2% | $4,175+332.2% | $6,507+177.3% |
| Admin fee / account holder | $23,462 | $5,568+321.4% | $5,349+338.6% | $12,624+85.9% |