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 | $176,060 | $117,983+49.2% | $101,794+73.0% | $142,382+23.7% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.2%-23.7pp | 80.1%-34.7pp |
| Annual return | 17.44% | 36.92%-19.5pp | 30.53%-13.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $538 | $2,773-80.6% | $2,289-76.5% | $4,299-87.5% |
| Participant deferral / active EE | $4,731 | $4,714+0.4% | $4,084+15.9% | $6,507-27.3% |
| Admin fee / account holder | $2,854 | $10,433-72.6% | $8,777-67.5% | $12,624-77.4% |