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 | $157,456 | $34,308+358.9% | $74,701+110.8% | $72,985+115.7% |
| Participation rate | 32.3% | 42.4%-10.1pp | 54.5%-22.2pp | 69.5%-37.2pp |
| Annual return | 23.66% | 26.58%-2.9pp | 752.92%-729.3pp | 81.00%-57.3pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,771 | $1,271+39.3% | $1,964-9.8% | $3,607-50.9% |
| Admin fee / account holder | $868 | $2,124-59.2% | $3,333-74.0% | $5,124-83.1% |