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 | $173,960 | $87,135+99.6% | $206,214-15.6% | $116,875+48.8% |
| Participation rate | 66.7% | 76.8%-10.2pp | 82.4%-15.7pp | 74.5%-7.9pp |
| Annual return | 17.48% | 22.51%-5.0pp | -1.60%+19.1pp | 16.29%+1.2pp |
| Employer contribution / active EE | $1,446 | $3,046-52.5% | $5,967-75.8% | $3,288-56.0% |
| Participant deferral / active EE | $6,430 | $3,898+65.0% | $4,649+38.3% | $3,885+65.5% |
| Admin fee / account holder | $5,241 | $8,630-39.3% | $13,671-61.7% | $12,263-57.3% |