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 | $150,756 | $117,381+28.4% | $99,443+51.6% | $152,861-1.4% |
| Participation rate | 37.5% | 77.5%-40.0pp | 73.8%-36.3pp | 82.4%-44.9pp |
| Annual return | 21.18% | 31.87%-10.7pp | 30.72%-9.5pp | 345.32%-324.1pp |
| Employer contribution / active EE | $909 | $3,013-69.8% | $2,540-64.2% | $4,762-80.9% |
| Participant deferral / active EE | $2,934 | $4,086-28.2% | $3,619-18.9% | $5,850-49.8% |
| Admin fee / account holder | $573 | $7,631-92.5% | $6,250-90.8% | $11,596-95.1% |