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 | $174,532 | $140,940+23.8% | $112,229+55.5% | $139,434+25.2% |
| Participation rate | 42.9% | 79.2%-36.3pp | 72.4%-29.6pp | 80.3%-37.5pp |
| Annual return | 10.05% | 32.71%-22.7pp | 30.20%-20.2pp | 372.94%-362.9pp |
| Employer contribution / active EE | $2,450 | $4,283-42.8% | $3,430-28.6% | $4,751-48.4% |
| Participant deferral / active EE | $3,158 | $5,874-46.2% | $4,798-34.2% | $6,710-52.9% |
| Admin fee / account holder | $238,303 | $9,954+2294.0% | $7,748+2975.5% | $11,403+1989.9% |