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 | $239,276 | $127,264+88.0% | $109,895+117.7% | $167,490+42.9% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 18.32% | 22.97%-4.7pp | 29.45%-11.1pp | 478.56%-460.2pp |
| Employer contribution / active EE | $993 | $3,322-70.1% | $2,842-65.1% | $4,837-79.5% |
| Participant deferral / active EE | $4,967 | $4,514+10.0% | $4,048+22.7% | $6,341-21.7% |
| Admin fee / account holder | $10,236 | $7,114+43.9% | $6,066+68.8% | $12,309-16.8% |