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 | $157,573 | $112,096+40.6% | $95,952+64.2% | $158,922-0.8% |
| Participation rate | 45.0% | 79.0%-34.0pp | 77.1%-32.1pp | 82.0%-37.0pp |
| Annual return | 9.77% | 171.09%-161.3pp | 91.61%-81.8pp | 302.83%-293.1pp |
| Employer contribution / active EE | $994 | $3,198-68.9% | $2,541-60.9% | $4,761-79.1% |
| Participant deferral / active EE | $4,218 | $4,784-11.8% | $4,167+1.2% | $5,982-29.5% |
| Admin fee / account holder | $10,179 | $10,130+0.5% | $6,795+49.8% | $11,246-9.5% |