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 | $171,472 | $117,983+45.3% | $101,794+68.5% | $142,382+20.4% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.2%-32.8pp | 80.1%-43.8pp |
| Annual return | 19.11% | 36.92%-17.8pp | 30.53%-11.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $732 | $2,773-73.6% | $2,289-68.0% | $4,299-83.0% |
| Participant deferral / active EE | $1,526 | $4,714-67.6% | $4,084-62.6% | $6,507-76.5% |
| Admin fee / account holder | $1,108 | $10,433-89.4% | $8,777-87.4% | $12,624-91.2% |