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 | $168,192 | $95,266+76.5% | $82,389+104.1% | $142,382+18.1% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.5%-14.0pp | 80.1%-24.6pp |
| Annual return | 11.00% | 25.74%-14.7pp | 28.67%-17.7pp | 217.08%-206.1pp |
| Employer contribution / active EE | $983 | $2,991-67.1% | $2,517-60.9% | $4,299-77.1% |
| Participant deferral / active EE | $4,336 | $4,809-9.8% | $4,155+4.4% | $6,507-33.4% |
| Admin fee / account holder | $1,856 | $8,563-78.3% | $7,231-74.3% | $12,624-85.3% |