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 | $170,363 | $89,753+89.8% | $107,525+58.4% | $84,808+100.9% |
| Participation rate | 54.3% | 68.1%-13.8pp | 75.1%-20.8pp | 68.3%-14.0pp |
| Annual return | 14.19% | 29.48%-15.3pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $941 | $3,113-69.8% | $3,754-74.9% | $2,631-64.2% |
| Participant deferral / active EE | $5,314 | $4,056+31.0% | $5,116+3.9% | $4,212+26.2% |
| Admin fee / account holder | $13,270 | $7,222+83.7% | $8,919+48.8% | $7,344+80.7% |