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 | $149,541 | $73,933+102.3% | $96,683+54.7% | $75,163+99.0% |
| Participation rate | 43.3% | 66.4%-23.1pp | 74.3%-31.0pp | 67.2%-23.9pp |
| Annual return | 36.78% | 26.70%+10.1pp | 35.69%+1.1pp | 160.62%-123.8pp |
| Employer contribution / active EE | $950 | $2,928-67.5% | $3,737-74.6% | $2,670-64.4% |
| Participant deferral / active EE | $1,523 | $3,659-58.4% | $4,878-68.8% | $4,125-63.1% |
| Admin fee / account holder | $30,510 | $5,216+484.9% | $6,730+353.4% | $5,651+439.9% |