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 | $158,526 | $89,753+76.6% | $107,525+47.4% | $84,808+86.9% |
| Participation rate | 38.9% | 68.1%-29.2pp | 75.1%-36.2pp | 68.3%-29.4pp |
| Annual return | 20.84% | 29.48%-8.6pp | 181.32%-160.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $2,264 | $3,113-27.3% | $3,754-39.7% | $2,631-13.9% |
| Participant deferral / active EE | $3,885 | $4,056-4.2% | $5,116-24.1% | $4,212-7.8% |
| Admin fee / account holder | $40,784 | $7,222+464.7% | $8,919+357.3% | $7,344+455.4% |