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 | $157,298 | $99,877+57.5% | $84,966+85.1% | $145,922+7.8% |
| Participation rate | 54.5% | 74.1%-19.5pp | 67.5%-13.0pp | 80.3%-25.7pp |
| Annual return | 22.24% | 83.76%-61.5pp | 66.38%-44.1pp | 561.29%-539.0pp |
| Employer contribution / active EE | $5,773 | $3,231+78.6% | $2,727+111.7% | $4,660+23.9% |
| Participant deferral / active EE | $11,173 | $5,291+111.2% | $4,519+147.2% | $6,688+67.1% |
| Admin fee / account holder | $1,259 | $7,248-82.6% | $6,149-79.5% | $13,397-90.6% |