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 | $162,968 | $105,998+53.7% | $92,233+76.7% | $147,584+10.4% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 12.97% | 50.05%-37.1pp | 176.28%-163.3pp | 578.55%-565.6pp |
| Employer contribution / active EE | $3,049 | $4,333-29.6% | $3,679-17.1% | $4,876-37.5% |
| Participant deferral / active EE | $5,581 | $4,478+24.6% | $3,897+43.2% | $5,439+2.6% |
| Admin fee / account holder | $1,760 | $6,332-72.2% | $5,194-66.1% | $10,885-83.8% |