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 | $164,010 | $95,266+72.2% | $82,389+99.1% | $142,382+15.2% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.5%-7.0pp | 80.1%-17.6pp |
| Annual return | 18.08% | 25.74%-7.7pp | 28.67%-10.6pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,241 | $2,991-58.5% | $2,517-50.7% | $4,299-71.1% |
| Participant deferral / active EE | $1,692 | $4,809-64.8% | $4,155-59.3% | $6,507-74.0% |
| Admin fee / account holder | $7,573 | $8,563-11.6% | $7,231+4.7% | $12,624-40.0% |