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 | $184,269 | $96,305+91.3% | $80,569+128.7% | $139,434+32.2% |
| Participation rate | 54.5% | 73.6%-19.1pp | 67.0%-12.5pp | 80.3%-25.8pp |
| Annual return | 11.21% | 1350.08%-1338.9pp | 935.43%-924.2pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,312 | $3,262-59.8% | $2,723-51.8% | $4,751-72.4% |
| Participant deferral / active EE | $5,671 | $5,232+8.4% | $4,447+27.5% | $6,710-15.5% |
| Admin fee / account holder | $3,356 | $6,599-49.1% | $5,377-37.6% | $11,403-70.6% |