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 | $154,388 | $114,381+35.0% | $107,525+43.6% | $142,382+8.4% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.1%-16.7pp | 80.1%-21.8pp |
| Annual return | 14.98% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,514 | $4,015-37.4% | $3,754-33.0% | $4,299-41.5% |
| Participant deferral / active EE | $4,481 | $5,564-19.5% | $5,116-12.4% | $6,507-31.1% |
| Admin fee / account holder | $36,684 | $9,860+272.0% | $8,919+311.3% | $12,624+190.6% |