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 | $179,004 | $77,899+129.8% | $149,673+19.6% | $75,163+138.2% |
| Participation rate | 48.9% | 65.6%-16.6pp | 78.8%-29.8pp | 67.2%-18.3pp |
| Annual return | 14.52% | 31.72%-17.2pp | 134.42%-119.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,093 | $3,137-65.2% | $4,818-77.3% | $2,670-59.1% |
| Participant deferral / active EE | $3,128 | $3,411-8.3% | $5,680-44.9% | $4,125-24.2% |
| Admin fee / account holder | $5,723 | $5,956-3.9% | $13,210-56.7% | $5,651+1.3% |