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 | $236,053 | $77,899+203.0% | $149,673+57.7% | $75,163+214.1% |
| Participation rate | 40.0% | 65.6%-25.6pp | 78.8%-38.8pp | 67.2%-27.2pp |
| Annual return | 19.29% | 31.72%-12.4pp | 134.42%-115.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,500 | $3,137-52.2% | $4,818-68.9% | $2,670-43.8% |
| Participant deferral / active EE | $3,035 | $3,411-11.0% | $5,680-46.6% | $4,125-26.4% |
| Admin fee / account holder | $12,641 | $5,956+112.2% | $13,210-4.3% | $5,651+123.7% |