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 | $168,067 | $58,208+188.7% | $81,812+105.4% | $80,856+107.9% |
| Participation rate | 58.1% | 63.4%-5.4pp | 72.3%-14.3pp | 67.6%-9.6pp |
| Annual return | 16.92% | 41.66%-24.7pp | 773.79%-756.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,663 | $2,340+13.8% | $2,912-8.6% | $2,755-3.3% |
| Participant deferral / active EE | $4,812 | $3,281+46.7% | $4,319+11.4% | $4,296+12.0% |
| Admin fee / account holder | $2,802 | $4,981-43.7% | $7,386-62.1% | $6,918-59.5% |