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 6-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 | $151,211 | $105,181+43.8% | $159,436-5.2% | $85,850+76.1% |
| Participation rate | 45.9% | 75.8%-29.8pp | 82.8%-36.9pp | 69.3%-23.4pp |
| Annual return | 15.16% | 45.07%-29.9pp | 263.57%-248.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $3,941 | $3,318+18.8% | $4,829-18.4% | $2,565+53.7% |
| Participant deferral / active EE | $7,955 | $5,945+33.8% | $7,352+8.2% | $3,952+101.3% |
| Admin fee / account holder | $3,554 | $6,933-48.7% | $10,799-67.1% | $6,260-43.2% |