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 | $138,617 | $48,795+184.1% | $65,493+111.7% | $84,808+63.4% |
| Participation rate | 30.8% | 67.0%-36.2pp | 73.1%-42.3pp | 68.3%-37.5pp |
| Annual return | 18.60% | 20.20%-1.6pp | 982.45%-963.8pp | 40.90%-22.3pp |
| Employer contribution / active EE | $894 | $1,930-53.6% | $2,574-65.3% | $2,631-66.0% |
| Participant deferral / active EE | $5,499 | $2,928+87.8% | $3,961+38.8% | $4,212+30.6% |
| Admin fee / account holder | $304 | $3,877-92.2% | $5,028-94.0% | $7,344-95.9% |