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 | $153,993 | $111,754+37.8% | $103,333+49.0% | $145,922+5.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 16.29% | 24.77%-8.5pp | 24.88%-8.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $12,369 | $4,212+193.6% | $3,868+219.8% | $4,660+165.4% |
| Participant deferral / active EE | $12,854 | $5,619+128.8% | $5,057+154.2% | $6,688+92.2% |
| Admin fee / account holder | $7,329 | $9,750-24.8% | $8,355-12.3% | $13,397-45.3% |