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 | $161,407 | $49,922+223.3% | $80,569+100.3% | $75,163+114.7% |
| Participation rate | 54.1% | 55.3%-1.3pp | 67.0%-12.9pp | 67.2%-13.1pp |
| Annual return | 16.41% | 34.69%-18.3pp | 935.43%-919.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,980 | $1,698+16.6% | $2,723-27.3% | $2,670-25.8% |
| Participant deferral / active EE | $3,359 | $2,990+12.3% | $4,447-24.5% | $4,125-18.6% |
| Admin fee / account holder | $10,281 | $3,577+187.4% | $5,377+91.2% | $5,651+81.9% |