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 | $168,125 | $108,172+55.4% | $77,482+117.0% | $158,922+5.8% |
| Participation rate | 60.0% | 64.4%-4.4pp | 54.2%+5.8pp | 82.0%-22.0pp |
| Annual return | 14.81% | 31.67%-16.9pp | 54.79%-40.0pp | 302.83%-288.0pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,650 | $2,456+252.2% | $1,861+364.8% | $5,982+44.6% |
| Admin fee / account holder | $1,233 | $3,708-66.7% | $2,858-56.8% | $11,246-89.0% |