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 | $162,395 | $56,053+189.7% | $75,972+113.8% | $80,856+100.8% |
| Participation rate | 41.2% | 62.0%-20.9pp | 69.1%-27.9pp | 67.6%-26.5pp |
| Annual return | 15.28% | 20.53%-5.3pp | 359.55%-344.3pp | 35.59%-20.3pp |
| Employer contribution / active EE | $641 | $1,874-65.8% | $2,685-76.1% | $2,755-76.7% |
| Participant deferral / active EE | $2,160 | $3,052-29.2% | $4,255-49.3% | $4,296-49.7% |
| Admin fee / account holder | $4,966 | $5,234-5.1% | $6,467-23.2% | $6,918-28.2% |