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 | $176,258 | $69,515+153.6% | $86,874+102.9% | $85,850+105.3% |
| Participation rate | 50.0% | 66.3%-16.3pp | 71.6%-21.6pp | 69.3%-19.3pp |
| Annual return | 15.08% | 20.12%-5.0pp | 63.52%-48.4pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,026 | $1,880-45.4% | $2,495-58.9% | $2,565-60.0% |
| Participant deferral / active EE | $3,085 | $2,919+5.7% | $3,699-16.6% | $3,952-21.9% |
| Admin fee / account holder | $31,249 | $5,972+423.3% | $5,828+436.2% | $6,260+399.2% |