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 | $142,353 | $104,907+35.7% | $84,611+68.2% | $152,861-6.9% |
| Participation rate | 28.6% | 74.8%-46.2pp | 68.2%-39.7pp | 82.4%-53.9pp |
| Annual return | 19.17% | 373.79%-354.6pp | 258.74%-239.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,066 | $3,302-67.7% | $2,652-59.8% | $4,762-77.6% |
| Participant deferral / active EE | $2,805 | $4,688-40.2% | $3,899-28.0% | $5,850-52.1% |
| Admin fee / account holder | $17,229 | $6,241+176.1% | $4,912+250.7% | $11,596+48.6% |