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 | $164,760 | $48,230+241.6% | $67,502+144.1% | $80,856+103.8% |
| Participation rate | 36.1% | 66.4%-30.3pp | 72.9%-36.8pp | 67.6%-31.5pp |
| Annual return | 25.60% | 18.28%+7.3pp | 3512.12%-3486.5pp | 35.59%-10.0pp |
| Employer contribution / active EE | $759 | $2,020-62.4% | $2,731-72.2% | $2,755-72.4% |
| Participant deferral / active EE | $3,465 | $2,924+18.5% | $4,000-13.4% | $4,296-19.3% |
| Admin fee / account holder | $9,137 | $3,681+148.2% | $3,998+128.6% | $6,918+32.1% |