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 | $180,379 | $176,662+2.1% | $130,648+38.1% | $152,861+18.0% |
| Participation rate | 16.7% | 79.0%-62.3pp | 71.7%-55.1pp | 82.4%-65.8pp |
| Annual return | 16.32% | 2692.24%-2675.9pp | 1708.96%-1692.6pp | 345.32%-329.0pp |
| Employer contribution / active EE | $337 | $5,742-94.1% | $4,092-91.8% | $4,762-92.9% |
| Participant deferral / active EE | $3,167 | $4,361-27.4% | $3,603-12.1% | $5,850-45.9% |
| Admin fee / account holder | $888 | $7,133-87.6% | $5,464-83.7% | $11,596-92.3% |