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 | $114,476 | $39,019+193.4% | $80,716+41.8% | $85,850+33.3% |
| Participation rate | 30.0% | 41.5%-11.5pp | 54.2%-24.2pp | 69.3%-39.3pp |
| Annual return | 14.89% | 26.27%-11.4pp | 87.28%-72.4pp | 318.53%-303.6pp |
| Employer contribution / active EE | $533 | $722-26.2% | $1,160-54.1% | $2,565-79.2% |
| Participant deferral / active EE | $1,414 | $1,326+6.6% | $2,146-34.1% | $3,952-64.2% |
| Admin fee / account holder | $7,352 | $2,431+202.4% | $3,380+117.5% | $6,260+17.4% |