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 | $150,838 | $79,944+88.7% | $98,439+53.2% | $75,163+100.7% |
| Participation rate | 53.7% | 70.4%-16.6pp | 75.2%-21.4pp | 67.2%-13.5pp |
| Annual return | 21.82% | 19.75%+2.1pp | 21.16%+0.7pp | 160.62%-138.8pp |
| Employer contribution / active EE | $1,765 | $2,264-22.0% | $3,048-42.1% | $2,670-33.9% |
| Participant deferral / active EE | $5,224 | $3,752+39.2% | $4,738+10.3% | $4,125+26.6% |
| Admin fee / account holder | $16,398 | $6,840+139.7% | $8,948+83.3% | $5,651+190.2% |