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 | $155,721 | $104,974+48.3% | $95,585+62.9% | $142,382+9.4% |
| Participation rate | 45.5% | 75.0%-29.5pp | 72.1%-26.6pp | 80.1%-34.7pp |
| Annual return | 17.23% | 210.33%-193.1pp | 38.56%-21.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,160 | $2,779-58.2% | $2,527-54.1% | $4,299-73.0% |
| Participant deferral / active EE | $2,321 | $4,352-46.7% | $4,023-42.3% | $6,507-64.3% |
| Admin fee / account holder | $6,156 | $6,386-3.6% | $6,127+0.5% | $12,624-51.2% |