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 | $150,953 | $102,604+47.1% | $86,188+75.1% | $139,434+8.3% |
| Participation rate | 53.3% | 74.5%-21.2pp | 69.0%-15.6pp | 80.3%-27.0pp |
| Annual return | 12.97% | 1922.51%-1909.5pp | 1168.45%-1155.5pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,210 | $3,032-60.1% | $2,380-49.2% | $4,751-74.5% |
| Participant deferral / active EE | $5,397 | $4,676+15.4% | $3,985+35.4% | $6,710-19.6% |
| Admin fee / account holder | $7,441 | $8,657-14.0% | $6,852+8.6% | $11,403-34.7% |