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 7-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 | $194,189 | $78,422+147.6% | $95,952+102.4% | $79,858+143.2% |
| Participation rate | 53.7% | 73.5%-19.8pp | 77.1%-23.4pp | 69.6%-15.9pp |
| Annual return | 13.58% | 19.37%-5.8pp | 91.61%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $683 | $1,945-64.9% | $2,541-73.1% | $2,471-72.3% |
| Participant deferral / active EE | $3,695 | $3,440+7.4% | $4,167-11.3% | $3,740-1.2% |
| Admin fee / account holder | $31,661 | $5,622+463.2% | $6,795+365.9% | $5,306+496.7% |