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 | $143,765 | $53,053+171.0% | $126,539+13.6% | $74,304+93.5% |
| Participation rate | 19.9% | 48.0%-28.1pp | 69.8%-49.9pp | 60.3%-40.5pp |
| Annual return | 15.67% | 29.46%-13.8pp | 425.95%-410.3pp | 29.43%-13.8pp |
| Employer contribution / active EE | $750 | $1,168-35.8% | $3,674-79.6% | $2,241-66.5% |
| Participant deferral / active EE | $2,131 | $2,303-7.5% | $4,083-47.8% | $3,767-43.4% |
| Admin fee / account holder | $8,061 | $3,698+118.0% | $6,065+32.9% | $2,969+171.5% |