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 | $156,475 | $64,324+143.3% | $118,925+31.6% | $79,858+95.9% |
| Participation rate | 50.0% | 64.9%-14.9pp | 75.4%-25.4pp | 69.6%-19.6pp |
| Annual return | 16.72% | 86.45%-69.7pp | 35.88%-19.2pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,060 | $1,836-42.3% | $3,263-67.5% | $2,471-57.1% |
| Participant deferral / active EE | $2,470 | $2,824-12.5% | $4,265-42.1% | $3,740-34.0% |
| Admin fee / account holder | $14,011 | $4,040+246.8% | $6,581+112.9% | $5,306+164.0% |