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 | $141,235 | $96,484+46.4% | $75,886+86.1% | $152,861-7.6% |
| Participation rate | 46.2% | 76.2%-30.0pp | 69.3%-23.1pp | 82.4%-36.3pp |
| Annual return | 65.08% | 33.98%+31.1pp | 30.76%+34.3pp | 345.32%-280.2pp |
| Employer contribution / active EE | $974 | $3,309-70.6% | $2,500-61.0% | $4,762-79.5% |
| Participant deferral / active EE | $2,629 | $4,553-42.3% | $3,603-27.0% | $5,850-55.1% |
| Admin fee / account holder | $42,346 | $8,078+424.2% | $5,418+681.5% | $11,596+265.2% |