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 | $149,858 | $53,516+180.0% | $126,539+18.4% | $84,808+76.7% |
| Participation rate | 55.3% | 58.2%-3.0pp | 69.8%-14.6pp | 68.3%-13.0pp |
| Annual return | 13.55% | 58.34%-44.8pp | 425.95%-412.4pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,474 | $1,535-4.0% | $3,674-59.9% | $2,631-44.0% |
| Participant deferral / active EE | $2,683 | $2,671+0.4% | $4,083-34.3% | $4,212-36.3% |
| Admin fee / account holder | $18,069 | $4,497+301.8% | $6,065+197.9% | $7,344+146.0% |