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 | $173,711 | $124,881+39.1% | $209,409-17.0% | $116,875+48.6% |
| Participation rate | 52.5% | 75.8%-23.3pp | 80.4%-27.9pp | 74.5%-22.0pp |
| Annual return | 18.50% | 14.56%+3.9pp | 159.49%-141.0pp | 16.29%+2.2pp |
| Employer contribution / active EE | $1,006 | $2,588-61.1% | $5,035-80.0% | $3,288-69.4% |
| Participant deferral / active EE | $2,783 | $3,793-26.6% | $4,230-34.2% | $3,885-28.4% |
| Admin fee / account holder | $572 | $12,933-95.6% | $16,474-96.5% | $12,263-95.3% |