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 | $176,904 | $112,881+56.7% | $90,951+94.5% | $158,922+11.3% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 20.54% | 215.79%-195.3pp | 134.60%-114.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $476 | $2,893-83.5% | $2,122-77.5% | $4,761-90.0% |
| Participant deferral / active EE | $1,810 | $4,128-56.1% | $3,373-46.3% | $5,982-69.7% |
| Admin fee / account holder | $1,893 | $8,041-76.5% | $5,959-68.2% | $11,246-83.2% |