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 | $187,161 | $77,813+140.5% | $123,544+51.5% | $64,186+191.6% |
| Participation rate | 56.7% | 74.7%-18.0pp | 82.3%-25.6pp | 69.6%-12.9pp |
| Annual return | -0.20% | 12.48%-12.7pp | 119.20%-119.4pp | 7.63%-7.8pp |
| Employer contribution / active EE | $9,328 | $3,014+209.5% | $4,628+101.6% | $2,381+291.8% |
| Participant deferral / active EE | $7,979 | $5,240+52.3% | $6,426+24.2% | $3,470+130.0% |
| Admin fee / account holder | $12,088 | $5,519+119.0% | $9,284+30.2% | $4,888+147.3% |