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 | $161,457 | $112,881+43.0% | $90,951+77.5% | $158,922+1.6% |
| Participation rate | 38.5% | 74.7%-36.3pp | 69.0%-30.5pp | 82.0%-43.5pp |
| Annual return | 10.02% | 215.79%-205.8pp | 134.60%-124.6pp | 302.83%-292.8pp |
| Employer contribution / active EE | $526 | $2,893-81.8% | $2,122-75.2% | $4,761-89.0% |
| Participant deferral / active EE | $2,200 | $4,128-46.7% | $3,373-34.8% | $5,982-63.2% |
| Admin fee / account holder | $938 | $8,041-88.3% | $5,959-84.3% | $11,246-91.7% |