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 | $160,146 | $142,405+12.5% | $115,157+39.1% | $152,861+4.8% |
| Participation rate | 58.3% | 82.4%-24.0pp | 75.9%-17.6pp | 82.4%-24.1pp |
| Annual return | 16.29% | 41.48%-25.2pp | 35.60%-19.3pp | 345.32%-329.0pp |
| Employer contribution / active EE | $905 | $4,010-77.4% | $3,179-71.5% | $4,762-81.0% |
| Participant deferral / active EE | $3,437 | $5,164-33.4% | $4,168-17.5% | $5,850-41.2% |
| Admin fee / account holder | $1,350 | $8,462-84.0% | $7,088-81.0% | $11,596-88.4% |