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 | $170,717 | $133,922+27.5% | $116,228+46.9% | $142,382+19.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.6%-14.6pp | 80.1%-20.1pp |
| Annual return | 14.72% | 147.76%-133.0pp | 90.06%-75.3pp | 217.08%-202.4pp |
| Employer contribution / active EE | $856 | $3,446-75.2% | $2,994-71.4% | $4,299-80.1% |
| Participant deferral / active EE | $6,467 | $5,672+14.0% | $4,953+30.6% | $6,507-0.6% |
| Admin fee / account holder | $2,079 | $14,945-86.1% | $11,989-82.7% | $12,624-83.5% |