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 | $195,666 | $89,753+118.0% | $107,525+82.0% | $84,808+130.7% |
| Participation rate | 27.0% | 68.1%-41.0pp | 75.1%-48.0pp | 68.3%-41.3pp |
| Annual return | 15.87% | 29.48%-13.6pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,004 | $3,113-67.8% | $3,754-73.3% | $2,631-61.8% |
| Participant deferral / active EE | $2,042 | $4,056-49.7% | $5,116-60.1% | $4,212-51.5% |
| Admin fee / account holder | $2,572 | $7,222-64.4% | $8,919-71.2% | $7,344-65.0% |