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 | $152,144 | $124,319+22.4% | $111,297+36.7% | $167,490-9.2% |
| Participation rate | 54.5% | 79.6%-25.1pp | 77.3%-22.8pp | 82.1%-27.6pp |
| Annual return | 12.91% | 37.44%-24.5pp | 54.65%-41.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,004 | $3,435-41.7% | $2,731-26.6% | $4,837-58.6% |
| Participant deferral / active EE | $7,543 | $5,180+45.6% | $4,487+68.1% | $6,341+19.0% |
| Admin fee / account holder | $584 | $10,618-94.5% | $7,964-92.7% | $12,309-95.3% |