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 | $162,953 | $106,515+53.0% | $96,683+68.5% | $139,434+16.9% |
| Participation rate | 64.7% | 77.8%-13.1pp | 74.3%-9.6pp | 80.3%-15.6pp |
| Annual return | 18.89% | 38.43%-19.5pp | 35.69%-16.8pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,655 | $4,103-59.7% | $3,737-55.7% | $4,751-65.2% |
| Participant deferral / active EE | $3,780 | $5,454-30.7% | $4,878-22.5% | $6,710-43.7% |
| Admin fee / account holder | $846 | $7,877-89.3% | $6,730-87.4% | $11,403-92.6% |