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 | $176,012 | $56,317+212.5% | $71,209+147.2% | $74,304+136.9% |
| Participation rate | 47.2% | 55.1%-7.9pp | 73.8%-26.6pp | 60.3%-13.1pp |
| Annual return | 15.15% | 42.83%-27.7pp | 282.51%-267.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $387 | $2,160-82.1% | $2,721-85.8% | $2,241-82.7% |
| Participant deferral / active EE | $4,217 | $2,788+51.3% | $4,175+1.0% | $3,767+11.9% |
| Admin fee / account holder | $11,412 | $2,290+398.4% | $5,349+113.4% | $2,969+284.4% |