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 | $182,157 | $71,050+156.4% | $93,606+94.6% | $80,856+125.3% |
| Participation rate | 69.2% | 60.4%+8.8pp | 68.7%+0.5pp | 67.6%+1.6pp |
| Annual return | 11.79% | 11.26%+0.5pp | 133.20%-121.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $736 | $1,564-53.0% | $2,420-69.6% | $2,755-73.3% |
| Participant deferral / active EE | $2,528 | $4,034-37.3% | $4,411-42.7% | $4,296-41.2% |
| Admin fee / account holder | $730 | $6,945-89.5% | $8,285-91.2% | $6,918-89.5% |