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 | $138,375 | $60,022+130.5% | $88,946+55.6% | $84,808+63.2% |
| Participation rate | 44.3% | 57.8%-13.6pp | 68.8%-24.6pp | 68.3%-24.0pp |
| Annual return | 18.38% | 22.43%-4.1pp | 57.82%-39.4pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,321 | $1,703-22.4% | $2,555-48.3% | $2,631-49.8% |
| Participant deferral / active EE | $3,325 | $3,114+6.8% | $4,581-27.4% | $4,212-21.0% |
| Admin fee / account holder | $26,354 | $4,811+447.8% | $8,261+219.0% | $7,344+258.9% |