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 | $151,634 | $115,770+31.0% | $101,248+49.8% | $158,922-4.6% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 13.93% | 56.14%-42.2pp | 46.47%-32.5pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,380 | $4,175-66.9% | $3,660-62.3% | $4,761-71.0% |
| Participant deferral / active EE | $10,400 | $4,957+109.8% | $4,370+138.0% | $5,982+73.9% |
| Admin fee / account holder | $1,262 | $7,245-82.6% | $5,945-78.8% | $11,246-88.8% |