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 | $158,145 | $98,240+61.0% | $82,313+92.1% | $147,584+7.2% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 23.16% | 30.85%-7.7pp | 25.88%-2.7pp | 578.55%-555.4pp |
| Employer contribution / active EE | $3,321 | $3,192+4.1% | $2,428+36.8% | $4,876-31.9% |
| Participant deferral / active EE | $9,058 | $4,383+106.6% | $3,706+144.4% | $5,439+66.5% |
| Admin fee / account holder | $2,541 | $8,563-70.3% | $5,608-54.7% | $10,885-76.7% |