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 | $170,249 | $81,208+109.6% | $98,907+72.1% | $79,858+113.2% |
| Participation rate | 62.7% | 72.5%-9.8pp | 76.0%-13.3pp | 69.6%-6.9pp |
| Annual return | 15.39% | 60.99%-45.6pp | 196.43%-181.0pp | 31.71%-16.3pp |
| Employer contribution / active EE | $622 | $1,960-68.3% | $2,689-76.9% | $2,471-74.8% |
| Participant deferral / active EE | $3,707 | $3,265+13.5% | $4,244-12.7% | $3,740-0.9% |
| Admin fee / account holder | $17,741 | $6,013+195.0% | $6,642+167.1% | $5,306+234.3% |