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 | $181,769 | $97,757+85.9% | $83,848+116.8% | $135,375+34.3% |
| Participation rate | 65.0% | 80.0%-15.0pp | 76.1%-11.1pp | 82.6%-17.6pp |
| Annual return | 2.92% | 1287.37%-1284.5pp | 850.88%-848.0pp | 519.73%-516.8pp |
| Employer contribution / active EE | $1,230 | $4,222-70.9% | $3,631-66.1% | $4,779-74.3% |
| Participant deferral / active EE | $2,234 | $4,682-52.3% | $4,082-45.3% | $5,609-60.2% |
| Admin fee / account holder | $10,423 | $6,674+56.2% | $5,478+90.3% | $10,827-3.7% |