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 | $180,312 | $102,317+76.2% | $146,958+22.7% | $80,856+123.0% |
| Participation rate | 46.3% | 75.8%-29.5pp | 82.2%-35.9pp | 67.6%-21.3pp |
| Annual return | 13.77% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,195 | $3,713-67.8% | $4,933-75.8% | $2,755-56.6% |
| Participant deferral / active EE | $2,916 | $6,644-56.1% | $8,070-63.9% | $4,296-32.1% |
| Admin fee / account holder | $6,555 | $7,941-17.5% | $12,998-49.6% | $6,918-5.2% |