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 | $183,144 | $102,616+78.5% | $81,983+123.4% | $158,922+15.2% |
| Participation rate | 69.6% | 75.5%-6.0pp | 69.2%+0.3pp | 82.0%-12.4pp |
| Annual return | 11.94% | 61.04%-49.1pp | 41.31%-29.4pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,066 | $3,240-36.2% | $2,498-17.3% | $4,761-56.6% |
| Participant deferral / active EE | $6,013 | $4,648+29.4% | $3,722+61.6% | $5,982+0.5% |
| Admin fee / account holder | $2,928 | $8,235-64.4% | $5,664-48.3% | $11,246-74.0% |