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 | $146,293 | $109,327+33.8% | $89,391+63.7% | $158,922-7.9% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 17.84% | 345.68%-327.8pp | 245.62%-227.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,603 | $3,170-49.4% | $2,586-38.0% | $4,761-66.3% |
| Participant deferral / active EE | $3,416 | $4,598-25.7% | $3,890-12.2% | $5,982-42.9% |
| Admin fee / account holder | $1,116 | $6,153-81.9% | $4,881-77.1% | $11,246-90.1% |