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 | $178,613 | $30,400+487.5% | $53,898+231.4% | $84,808+110.6% |
| Participation rate | 60.5% | 46.4%+14.0pp | 55.0%+5.5pp | 68.3%-7.8pp |
| Annual return | 15.36% | 500.19%-484.8pp | 528.60%-513.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,276 | $603+111.7% | $932+36.9% | $2,631-51.5% |
| Participant deferral / active EE | $3,268 | $1,199+172.6% | $1,826+78.9% | $4,212-22.4% |
| Admin fee / account holder | $1,032 | $1,993-48.2% | $2,491-58.6% | $7,344-85.9% |