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 | $145,677 | $65,409+122.7% | $98,442+48.0% | $85,850+69.7% |
| Participation rate | 47.5% | 65.0%-17.5pp | 73.3%-25.8pp | 69.3%-21.8pp |
| Annual return | 24.71% | 21.76%+2.9pp | 1492.73%-1468.0pp | 318.53%-293.8pp |
| Employer contribution / active EE | $251 | $2,168-88.4% | $2,960-91.5% | $2,565-90.2% |
| Participant deferral / active EE | $1,213 | $3,166-61.7% | $4,276-71.6% | $3,952-69.3% |
| Admin fee / account holder | $4,147 | $4,593-9.7% | $5,949-30.3% | $6,260-33.7% |