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 5-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 | $178,257 | $159,602+11.7% | $150,045+18.8% | $142,382+25.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 30.04% | 70.24%-40.2pp | 62.55%-32.5pp | 217.08%-187.0pp |
| Employer contribution / active EE | $1,800 | $4,961-63.7% | $4,693-61.6% | $4,299-58.1% |
| Participant deferral / active EE | $11,750 | $8,310+41.4% | $7,997+46.9% | $6,507+80.6% |
| Admin fee / account holder | $3,145 | $14,846-78.8% | $13,435-76.6% | $12,624-75.1% |