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 | $237,186 | $100,773+135.4% | $88,946+166.7% | $142,382+66.6% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.8%-26.0pp | 80.1%-37.3pp |
| Annual return | 12.50% | 70.18%-57.7pp | 57.82%-45.3pp | 217.08%-204.6pp |
| Employer contribution / active EE | $579 | $2,918-80.1% | $2,555-77.3% | $4,299-86.5% |
| Participant deferral / active EE | $3,662 | $5,230-30.0% | $4,581-20.1% | $6,507-43.7% |
| Admin fee / account holder | $808 | $9,693-91.7% | $8,261-90.2% | $12,624-93.6% |