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 | $192,882 | $71,050+171.5% | $93,606+106.1% | $80,856+138.5% |
| Participation rate | 27.1% | 60.4%-33.3pp | 68.7%-41.6pp | 67.6%-40.5pp |
| Annual return | 17.16% | 11.26%+5.9pp | 133.20%-116.0pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,467 | $1,564-6.2% | $2,420-39.4% | $2,755-46.7% |
| Participant deferral / active EE | $3,427 | $4,034-15.0% | $4,411-22.3% | $4,296-20.2% |
| Admin fee / account holder | $12,974 | $6,945+86.8% | $8,285+56.6% | $6,918+87.5% |