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 | $176,288 | $56,053+214.5% | $75,972+132.0% | $80,856+118.0% |
| Participation rate | 45.6% | 62.0%-16.5pp | 69.1%-23.5pp | 67.6%-22.1pp |
| Annual return | 28.02% | 20.53%+7.5pp | 359.55%-331.5pp | 35.59%-7.6pp |
| Employer contribution / active EE | $915 | $1,874-51.2% | $2,685-65.9% | $2,755-66.8% |
| Participant deferral / active EE | $2,929 | $3,052-4.0% | $4,255-31.2% | $4,296-31.8% |
| Admin fee / account holder | $7,147 | $5,234+36.6% | $6,467+10.5% | $6,918+3.3% |