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 | $167,302 | $126,574+32.2% | $106,213+57.5% | $145,922+14.7% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 16.40% | 224.79%-208.4pp | 116.14%-99.7pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,417 | $3,730-62.0% | $3,171-55.3% | $4,660-69.6% |
| Participant deferral / active EE | $8,304 | $5,724+45.1% | $5,016+65.6% | $6,688+24.2% |
| Admin fee / account holder | $1,547 | $17,304-91.1% | $11,033-86.0% | $13,397-88.5% |