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 | $173,915 | $118,450+46.8% | $98,439+76.7% | $139,434+24.7% |
| Participation rate | 50.0% | 77.4%-27.4pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 12.36% | 18.94%-6.6pp | 21.16%-8.8pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,300 | $3,609-64.0% | $3,048-57.3% | $4,751-72.6% |
| Participant deferral / active EE | $6,073 | $5,392+12.6% | $4,738+28.2% | $6,710-9.5% |
| Admin fee / account holder | $42,522 | $14,026+203.2% | $8,948+375.2% | $11,403+272.9% |