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 | $165,223 | $24,733+568.0% | $69,647+137.2% | $74,495+121.8% |
| Participation rate | 48.5% | 63.5%-15.0pp | 66.5%-17.9pp | 67.2%-18.7pp |
| Annual return | 17.00% | 18.55%-1.6pp | 100.48%-83.5pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $590 | $1,001-41.0% | $1,712-65.5% | $2,623-77.5% |
| Participant deferral / active EE | $2,484 | $1,901+30.7% | $2,886-13.9% | $4,346-42.9% |
| Admin fee / account holder | $45,414 | $1,892+2300.9% | $4,713+863.6% | $1,942+2238.8% |