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 | $155,946 | $114,381+36.3% | $107,525+45.0% | $142,382+9.5% |
| Participation rate | 35.7% | 78.1%-42.4pp | 75.1%-39.4pp | 80.1%-44.4pp |
| Annual return | 12.23% | 242.71%-230.5pp | 181.32%-169.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,636 | $4,015-59.2% | $3,754-56.4% | $4,299-61.9% |
| Participant deferral / active EE | $5,792 | $5,564+4.1% | $5,116+13.2% | $6,507-11.0% |
| Admin fee / account holder | $22,828 | $9,860+131.5% | $8,919+156.0% | $12,624+80.8% |