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 | $142,731 | $87,013+64.0% | $106,213+34.4% | $80,856+76.5% |
| Participation rate | 46.2% | 70.4%-24.3pp | 75.3%-29.1pp | 67.6%-21.5pp |
| Annual return | 12.54% | 17.05%-4.5pp | 116.14%-103.6pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,591 | $2,395-33.6% | $3,171-49.8% | $2,755-42.3% |
| Participant deferral / active EE | $4,081 | $3,986+2.4% | $5,016-18.6% | $4,296-5.0% |
| Admin fee / account holder | $2,632 | $8,431-68.8% | $11,033-76.1% | $6,918-61.9% |