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 | $154,127 | $53,127+190.1% | $86,590+78.0% | $70,131+119.8% |
| Participation rate | 53.1% | 65.3%-12.2pp | 73.5%-20.4pp | 69.5%-16.4pp |
| Annual return | 17.32% | 27.66%-10.3pp | 964.84%-947.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,541 | $2,068-25.5% | $2,839-45.7% | $2,342-34.2% |
| Participant deferral / active EE | $3,964 | $2,696+47.0% | $3,609+9.9% | $3,332+19.0% |
| Admin fee / account holder | $1,703 | $3,585-52.5% | $4,906-65.3% | $4,645-63.3% |