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 | $149,457 | $56,053+166.6% | $75,972+96.7% | $80,856+84.8% |
| Participation rate | 44.4% | 62.0%-17.6pp | 69.1%-24.6pp | 67.6%-23.2pp |
| Annual return | 10.37% | 20.53%-10.2pp | 359.55%-349.2pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,862 | $1,874-0.7% | $2,685-30.7% | $2,755-32.4% |
| Participant deferral / active EE | $4,986 | $3,052+63.4% | $4,255+17.2% | $4,296+16.1% |
| Admin fee / account holder | $19,843 | $5,234+279.2% | $6,467+206.9% | $6,918+186.8% |