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 | $155,654 | $39,019+298.9% | $80,716+92.8% | $85,850+81.3% |
| Participation rate | 26.7% | 41.5%-14.9pp | 54.2%-27.5pp | 69.3%-42.6pp |
| Annual return | 15.54% | 26.27%-10.7pp | 87.28%-71.7pp | 318.53%-303.0pp |
| Employer contribution / active EE | $552 | $722-23.5% | $1,160-52.4% | $2,565-78.5% |
| Participant deferral / active EE | $1,582 | $1,326+19.3% | $2,146-26.3% | $3,952-60.0% |
| Admin fee / account holder | $1,601 | $2,431-34.1% | $3,380-52.6% | $6,260-74.4% |