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 | $175,421 | $148,534+18.1% | $135,903+29.1% | $139,434+25.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 26.24% | 79.19%-53.0pp | 68.23%-42.0pp | 372.94%-346.7pp |
| Employer contribution / active EE | $1,445 | $5,243-72.4% | $4,856-70.3% | $4,751-69.6% |
| Participant deferral / active EE | $7,350 | $8,100-9.3% | $7,758-5.3% | $6,710+9.5% |
| Admin fee / account holder | $3,281 | $12,400-73.5% | $10,762-69.5% | $11,403-71.2% |