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 | $163,922 | $32,037+411.7% | $69,182+136.9% | $62,891+160.6% |
| Participation rate | 22.6% | 43.4%-20.8pp | 55.1%-32.5pp | 69.3%-46.7pp |
| Annual return | 9.71% | 15.16%-5.4pp | -21.93%+31.6pp | 20.14%-10.4pp |
| Employer contribution / active EE | $709 | $679+4.4% | $1,206-41.2% | $2,281-68.9% |
| Participant deferral / active EE | $2,365 | $1,185+99.5% | $1,897+24.7% | $3,203-26.2% |
| Admin fee / account holder | $5,085 | $2,608+95.0% | $2,697+88.6% | $4,296+18.4% |