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 | $155,062 | $39,019+297.4% | $80,716+92.1% | $85,850+80.6% |
| Participation rate | 11.1% | 41.5%-30.4pp | 54.2%-43.1pp | 69.3%-58.2pp |
| Annual return | 11.50% | 26.27%-14.8pp | 87.28%-75.8pp | 318.53%-307.0pp |
| Employer contribution / active EE | $395 | $722-45.3% | $1,160-66.0% | $2,565-84.6% |
| Participant deferral / active EE | $1,494 | $1,326+12.7% | $2,146-30.4% | $3,952-62.2% |
| Admin fee / account holder | $1,168 | $2,431-52.0% | $3,380-65.4% | $6,260-81.3% |