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 | $150,452 | $226,064-33.4% | $182,532-17.6% | $152,861-1.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 20.85% | 192.51%-171.7pp | 148.54%-127.7pp | 345.32%-324.5pp |
| Employer contribution / active EE | $3,000 | $4,978-39.7% | $4,076-26.4% | $4,762-37.0% |
| Participant deferral / active EE | $14,333 | $6,368+125.1% | $5,524+159.5% | $5,850+145.0% |
| Admin fee / account holder | $1,189 | $10,703-88.9% | $8,592-86.2% | $11,596-89.8% |