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 | $172,921 | $34,308+404.0% | $74,701+131.5% | $72,985+136.9% |
| Participation rate | 16.7% | 42.4%-25.7pp | 54.5%-37.8pp | 69.5%-52.8pp |
| Annual return | 20.20% | 26.58%-6.4pp | 752.92%-732.7pp | 81.00%-60.8pp |
| Employer contribution / active EE | $397 | $692-42.5% | $1,084-63.3% | $2,440-83.7% |
| Participant deferral / active EE | $1,789 | $1,271+40.8% | $1,964-8.9% | $3,607-50.4% |
| Admin fee / account holder | $672 | $2,124-68.3% | $3,333-79.8% | $5,124-86.9% |