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 | $157,040 | $63,346+147.9% | $92,233+70.3% | $70,131+123.9% |
| Participation rate | 59.4% | 68.7%-9.3pp | 76.5%-17.1pp | 69.5%-10.2pp |
| Annual return | 22.02% | 530.12%-508.1pp | 176.28%-154.3pp | 73.14%-51.1pp |
| Employer contribution / active EE | $1,335 | $2,471-46.0% | $3,679-63.7% | $2,342-43.0% |
| Participant deferral / active EE | $2,947 | $2,854+3.3% | $3,897-24.4% | $3,332-11.6% |
| Admin fee / account holder | $13,163 | $3,840+242.8% | $5,194+153.5% | $4,645+183.4% |