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 7-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 | $173,824 | $100,773+72.5% | $88,946+95.4% | $142,382+22.1% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 19.65% | 70.18%-50.5pp | 57.82%-38.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,533 | $2,918-47.4% | $2,555-40.0% | $4,299-64.3% |
| Participant deferral / active EE | $17,833 | $5,230+241.0% | $4,581+289.3% | $6,507+174.1% |
| Admin fee / account holder | $880 | $9,693-90.9% | $8,261-89.3% | $12,624-93.0% |