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 | $161,406 | $71,050+127.2% | $93,606+72.4% | $80,856+99.6% |
| Participation rate | 55.6% | 60.4%-4.9pp | 68.7%-13.2pp | 67.6%-12.1pp |
| Annual return | 14.05% | 11.26%+2.8pp | 133.20%-119.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $407 | $1,564-74.0% | $2,420-83.2% | $2,755-85.2% |
| Participant deferral / active EE | $3,606 | $4,034-10.6% | $4,411-18.2% | $4,296-16.1% |
| Admin fee / account holder | $20,080 | $6,945+189.1% | $8,285+142.4% | $6,918+190.3% |