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 | $175,895 | $81,248+116.5% | $155,509+13.1% | $80,856+117.5% |
| Participation rate | 51.8% | 66.2%-14.4pp | 78.2%-26.4pp | 67.6%-15.8pp |
| Annual return | 13.87% | 33.31%-19.4pp | 64.67%-50.8pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,016 | $3,100-35.0% | $4,672-56.8% | $2,755-26.8% |
| Participant deferral / active EE | $4,228 | $3,452+22.5% | $5,626-24.9% | $4,296-1.6% |
| Admin fee / account holder | $32,439 | $7,997+305.6% | $15,912+103.9% | $6,918+368.9% |