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 | $169,574 | $90,348+87.7% | $75,972+123.2% | $145,922+16.2% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.1%-5.4pp | 80.3%-16.6pp |
| Annual return | 13.21% | 620.88%-607.7pp | 359.55%-346.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,107 | $3,311-6.2% | $2,685+15.7% | $4,660-33.3% |
| Participant deferral / active EE | $5,213 | $5,162+1.0% | $4,255+22.5% | $6,688-22.1% |
| Admin fee / account holder | $1,159 | $8,467-86.3% | $6,467-82.1% | $13,397-91.3% |