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 | $149,002 | $93,571+59.2% | $135,903+9.6% | $75,163+98.2% |
| Participation rate | 47.2% | 75.2%-28.0pp | 81.9%-34.7pp | 67.2%-20.0pp |
| Annual return | 19.83% | 30.90%-11.1pp | 68.23%-48.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,241 | $3,537-64.9% | $4,856-74.5% | $2,670-53.5% |
| Participant deferral / active EE | $3,004 | $6,404-53.1% | $7,758-61.3% | $4,125-27.2% |
| Admin fee / account holder | $21,967 | $6,975+214.9% | $10,762+104.1% | $5,651+288.7% |