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 | $144,890 | $54,705+164.9% | $71,209+103.5% | $84,808+70.8% |
| Participation rate | 30.6% | 64.1%-33.5pp | 73.8%-43.2pp | 68.3%-37.8pp |
| Annual return | 17.73% | 35.90%-18.2pp | 282.51%-264.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,302 | $2,158-39.6% | $2,721-52.1% | $2,631-50.5% |
| Participant deferral / active EE | $4,100 | $3,030+35.3% | $4,175-1.8% | $4,212-2.6% |
| Admin fee / account holder | $45,704 | $4,863+839.7% | $5,349+754.5% | $7,344+522.3% |