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 | $150,498 | $65,561+129.6% | $86,188+74.6% | $75,163+100.2% |
| Participation rate | 55.6% | 60.5%-4.9pp | 69.0%-13.4pp | 67.2%-11.6pp |
| Annual return | 14.83% | 46.05%-31.2pp | 1168.45%-1153.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $3,105 | $1,553+100.0% | $2,380+30.5% | $2,670+16.3% |
| Participant deferral / active EE | $7,237 | $3,024+139.4% | $3,985+81.6% | $4,125+75.4% |
| Admin fee / account holder | $3,584 | $5,474-34.5% | $6,852-47.7% | $5,651-36.6% |