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 | $148,473 | $77,314+92.0% | $177,989-16.6% | $80,856+83.6% |
| Participation rate | 33.3% | 65.7%-32.4pp | 77.1%-43.8pp | 67.6%-34.3pp |
| Annual return | 13.25% | 18.09%-4.8pp | 294.48%-281.2pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,200 | $2,292-47.6% | $3,949-69.6% | $2,755-56.4% |
| Participant deferral / active EE | $3,317 | $4,411-24.8% | $6,276-47.1% | $4,296-22.8% |
| Admin fee / account holder | $2,219 | $7,191-69.1% | $10,363-78.6% | $6,918-67.9% |