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 | $175,233 | $44,960+289.8% | $84,966+106.2% | $74,495+135.2% |
| Participation rate | 8.8% | 49.4%-40.6pp | 67.5%-58.7pp | 67.2%-58.4pp |
| Annual return | 15.43% | 26.24%-10.8pp | 66.38%-50.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $302 | $1,457-79.3% | $2,727-88.9% | $2,623-88.5% |
| Participant deferral / active EE | $676 | $2,731-75.2% | $4,519-85.0% | $4,346-84.4% |
| Admin fee / account holder | $14,922 | $2,209+575.5% | $6,149+142.7% | $1,942+668.5% |