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 | $165,438 | $95,266+73.7% | $82,389+100.8% | $142,382+16.2% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.5%-5.9pp | 80.1%-16.5pp |
| Annual return | 16.01% | 25.74%-9.7pp | 28.67%-12.7pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,712 | $2,991+24.1% | $2,517+47.5% | $4,299-13.7% |
| Participant deferral / active EE | $9,959 | $4,809+107.1% | $4,155+139.7% | $6,507+53.0% |
| Admin fee / account holder | $8,508 | $8,563-0.6% | $7,231+17.7% | $12,624-32.6% |