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 | $168,689 | $25,014+574.4% | $69,647+142.2% | $80,856+108.6% |
| Participation rate | 68.6% | 64.2%+4.3pp | 66.5%+2.1pp | 67.6%+0.9pp |
| Annual return | 16.03% | 19.07%-3.0pp | 100.48%-84.5pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,847 | $993+86.0% | $1,712+7.8% | $2,755-33.0% |
| Participant deferral / active EE | $3,990 | $1,839+117.0% | $2,886+38.3% | $4,296-7.1% |
| Admin fee / account holder | $18,222 | $2,488+632.4% | $4,713+286.7% | $6,918+163.4% |