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 | $170,307 | $124,319+37.0% | $111,297+53.0% | $167,490+1.7% |
| Participation rate | 47.1% | 79.6%-32.6pp | 77.3%-30.3pp | 82.1%-35.0pp |
| Annual return | 15.78% | 37.44%-21.7pp | 54.65%-38.9pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,382 | $3,435-59.8% | $2,731-49.4% | $4,837-71.4% |
| Participant deferral / active EE | $5,568 | $5,180+7.5% | $4,487+24.1% | $6,341-12.2% |
| Admin fee / account holder | $1,804 | $10,618-83.0% | $7,964-77.3% | $12,309-85.3% |