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 | $159,268 | $113,339+40.5% | $94,993+67.7% | $147,584+7.9% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 15.24% | 20.77%-5.5pp | 27.12%-11.9pp | 578.55%-563.3pp |
| Employer contribution / active EE | $5,339 | $3,160+68.9% | $2,603+105.1% | $4,876+9.5% |
| Participant deferral / active EE | $2,367 | $3,777-37.3% | $3,317-28.6% | $5,439-56.5% |
| Admin fee / account holder | $2,265 | $6,063-62.6% | $4,960-54.3% | $10,885-79.2% |