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 | $154,441 | $106,515+45.0% | $96,683+59.7% | $139,434+10.8% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 13.84% | 38.43%-24.6pp | 35.69%-21.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,300 | $4,103-68.3% | $3,737-65.2% | $4,751-72.6% |
| Participant deferral / active EE | $4,107 | $5,454-24.7% | $4,878-15.8% | $6,710-38.8% |
| Admin fee / account holder | $17,169 | $7,877+118.0% | $6,730+155.1% | $11,403+50.6% |