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 | $170,638 | $117,983+44.6% | $101,794+67.6% | $142,382+19.8% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.2%-24.7pp | 80.1%-35.7pp |
| Annual return | 14.84% | 36.92%-22.1pp | 30.53%-15.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,042 | $2,773-62.4% | $2,289-54.5% | $4,299-75.8% |
| Participant deferral / active EE | $2,900 | $4,714-38.5% | $4,084-29.0% | $6,507-55.4% |
| Admin fee / account holder | $25,564 | $10,433+145.0% | $8,777+191.3% | $12,624+102.5% |