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 | $187,255 | $68,719+172.5% | $91,541+104.6% | $84,808+120.8% |
| Participation rate | 57.8% | 64.5%-6.7pp | 69.8%-12.0pp | 68.3%-10.5pp |
| Annual return | 18.22% | 19.12%-0.9pp | 20.50%-2.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $4,905 | $1,920+155.5% | $2,505+95.8% | $2,631+86.4% |
| Participant deferral / active EE | $3,962 | $3,136+26.4% | $4,008-1.1% | $4,212-5.9% |
| Admin fee / account holder | $15,472 | $5,786+167.4% | $6,956+122.4% | $7,344+110.7% |