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 | $146,884 | $53,127+176.5% | $86,590+69.6% | $70,131+109.4% |
| Participation rate | 52.4% | 65.3%-12.9pp | 73.5%-21.2pp | 69.5%-17.2pp |
| Annual return | 13.91% | 27.66%-13.8pp | 964.84%-950.9pp | 73.14%-59.2pp |
| Employer contribution / active EE | $4,709 | $2,068+127.7% | $2,839+65.8% | $2,342+101.0% |
| Participant deferral / active EE | $4,039 | $2,696+49.8% | $3,609+11.9% | $3,332+21.2% |
| Admin fee / account holder | $2,361 | $3,585-34.2% | $4,906-51.9% | $4,645-49.2% |