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 7-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 | $152,923 | $150,187+1.8% | $120,354+27.1% | $145,922+4.8% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 13.73% | 154.07%-140.3pp | 107.15%-93.4pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,483 | $4,348-19.9% | $3,463+0.6% | $4,660-25.3% |
| Participant deferral / active EE | $10,759 | $6,173+74.3% | $4,991+115.6% | $6,688+60.9% |
| Admin fee / account holder | $38,769 | $12,207+217.6% | $9,423+311.4% | $13,397+189.4% |