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 8-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 | $175,256 | $104,974+67.0% | $95,585+83.4% | $142,382+23.1% |
| Participation rate | 18.2% | 75.0%-56.8pp | 72.1%-53.9pp | 80.1%-61.9pp |
| Annual return | 16.98% | 210.33%-193.4pp | 38.56%-21.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $421 | $2,779-84.8% | $2,527-83.3% | $4,299-90.2% |
| Participant deferral / active EE | $5,147 | $4,352+18.3% | $4,023+27.9% | $6,507-20.9% |
| Admin fee / account holder | $1,744 | $6,386-72.7% | $6,127-71.5% | $12,624-86.2% |