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 | $160,378 | $109,327+46.7% | $89,391+79.4% | $158,922+0.9% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 11.26% | 345.68%-334.4pp | 245.62%-234.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,441 | $3,170-54.5% | $2,586-44.3% | $4,761-69.7% |
| Participant deferral / active EE | $3,612 | $4,598-21.5% | $3,890-7.2% | $5,982-39.6% |
| Admin fee / account holder | $2,383 | $6,153-61.3% | $4,881-51.2% | $11,246-78.8% |