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 | $188,210 | $95,803+96.5% | $113,168+66.3% | $84,808+121.9% |
| Participation rate | 43.8% | 72.9%-29.1pp | 76.6%-32.8pp | 68.3%-24.6pp |
| Annual return | 16.00% | 25.00%-9.0pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,382 | $2,360-41.5% | $2,975-53.6% | $2,631-47.5% |
| Participant deferral / active EE | $6,396 | $4,242+50.8% | $5,107+25.3% | $4,212+51.9% |
| Admin fee / account holder | $870 | $8,989-90.3% | $12,068-92.8% | $7,344-88.2% |