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 | $145,934 | $110,502+32.1% | $80,716+80.8% | $167,490-12.9% |
| Participation rate | 33.3% | 64.0%-30.6pp | 54.2%-20.8pp | 82.1%-48.8pp |
| Annual return | 17.07% | 120.54%-103.5pp | 87.28%-70.2pp | 478.56%-461.5pp |
| Employer contribution / active EE | $825 | $1,543-46.5% | $1,160-28.9% | $4,837-82.9% |
| Participant deferral / active EE | $1,336 | $2,871-53.5% | $2,146-37.7% | $6,341-78.9% |
| Admin fee / account holder | $63,485 | $4,545+1296.9% | $3,380+1778.3% | $12,309+415.8% |