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 | $166,046 | $99,985+66.1% | $146,665+13.2% | $85,850+93.4% |
| Participation rate | 32.7% | 73.1%-40.4pp | 80.1%-47.4pp | 69.3%-36.7pp |
| Annual return | 13.64% | 18.93%-5.3pp | 22.74%-9.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,223 | $2,559-52.2% | $4,136-70.4% | $2,565-52.3% |
| Participant deferral / active EE | $2,483 | $4,006-38.0% | $5,506-54.9% | $3,952-37.2% |
| Admin fee / account holder | $561 | $7,702-92.7% | $10,280-94.5% | $6,260-91.0% |