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 | $229,221 | $148,534+54.3% | $135,903+68.7% | $139,434+64.4% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 16.96% | 79.19%-62.2pp | 68.23%-51.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,431 | $5,243-72.7% | $4,856-70.5% | $4,751-69.9% |
| Participant deferral / active EE | $4,731 | $8,100-41.6% | $7,758-39.0% | $6,710-29.5% |
| Admin fee / account holder | $1,335 | $12,400-89.2% | $10,762-87.6% | $11,403-88.3% |