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 | $190,609 | $117,841+61.8% | $102,423+86.1% | $145,922+30.6% |
| Participation rate | 46.2% | 78.6%-32.4pp | 76.5%-30.3pp | 80.3%-34.1pp |
| Annual return | 11.95% | 31.65%-19.7pp | 29.32%-17.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,563 | $3,615-56.8% | $3,023-48.3% | $4,660-66.5% |
| Participant deferral / active EE | $5,867 | $5,731+2.4% | $5,053+16.1% | $6,688-12.3% |
| Admin fee / account holder | $8,930 | $13,326-33.0% | $9,451-5.5% | $13,397-33.3% |