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 | $156,356 | $65,365+139.2% | $92,893+68.3% | $72,985+114.2% |
| Participation rate | 68.3% | 68.3%0pp | 76.0%-7.7pp | 69.5%-1.2pp |
| Annual return | 24.72% | 42.10%-17.4pp | 109.41%-84.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,222 | $2,594-52.9% | $3,653-66.6% | $2,440-49.9% |
| Participant deferral / active EE | $4,910 | $3,128+56.9% | $4,236+15.9% | $3,607+36.1% |
| Admin fee / account holder | $9,318 | $4,251+119.2% | $5,794+60.8% | $5,124+81.8% |