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 | $148,454 | $80,724+83.9% | $103,333+43.7% | $74,495+99.3% |
| Participation rate | 32.3% | 65.7%-33.3pp | 74.5%-42.2pp | 67.2%-34.9pp |
| Annual return | 13.02% | 27.56%-14.5pp | 24.88%-11.9pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,471 | $3,157-53.4% | $3,868-62.0% | $2,623-43.9% |
| Participant deferral / active EE | $2,816 | $3,860-27.0% | $5,057-44.3% | $4,346-35.2% |
| Admin fee / account holder | $3,188 | $2,368+34.6% | $8,355-61.8% | $1,942+64.2% |