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 | $154,581 | $48,795+216.8% | $65,493+136.0% | $84,808+82.3% |
| Participation rate | 65.9% | 67.0%-1.1pp | 73.1%-7.2pp | 68.3%-2.5pp |
| Annual return | 16.42% | 20.20%-3.8pp | 982.45%-966.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $6,637 | $1,930+243.9% | $2,574+157.8% | $2,631+152.3% |
| Participant deferral / active EE | $5,512 | $2,928+88.2% | $3,961+39.1% | $4,212+30.9% |
| Admin fee / account holder | $11,726 | $3,877+202.5% | $5,028+133.2% | $7,344+59.7% |