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 | $148,394 | $104,907+41.5% | $84,611+75.4% | $152,861-2.9% |
| Participation rate | 62.5% | 74.8%-12.3pp | 68.2%-5.7pp | 82.4%-19.9pp |
| Annual return | 24.94% | 373.79%-348.8pp | 258.74%-233.8pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,069 | $3,302-37.3% | $2,652-22.0% | $4,762-56.6% |
| Participant deferral / active EE | $5,657 | $4,688+20.7% | $3,899+45.1% | $5,850-3.3% |
| Admin fee / account holder | $1,684 | $6,241-73.0% | $4,912-65.7% | $11,596-85.5% |