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 | $173,151 | $79,449+117.9% | $189,557-8.7% | $85,850+101.7% |
| Participation rate | 63.3% | 66.0%-2.7pp | 78.4%-15.1pp | 69.3%-6.0pp |
| Annual return | 18.16% | 18.45%-0.3pp | 64.17%-46.0pp | 318.53%-300.4pp |
| Employer contribution / active EE | $768 | $2,081-63.1% | $4,412-82.6% | $2,565-70.1% |
| Participant deferral / active EE | $7,487 | $4,051+84.8% | $6,174+21.3% | $3,952+89.5% |
| Admin fee / account holder | $3,286 | $5,377-38.9% | $9,807-66.5% | $6,260-47.5% |