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 | $179,121 | $100,773+77.7% | $88,946+101.4% | $142,382+25.8% |
| Participation rate | 54.5% | 74.3%-19.7pp | 68.8%-14.3pp | 80.1%-25.6pp |
| Annual return | 13.28% | 70.18%-56.9pp | 57.82%-44.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,785 | $2,918-38.8% | $2,555-30.1% | $4,299-58.5% |
| Participant deferral / active EE | $4,531 | $5,230-13.4% | $4,581-1.1% | $6,507-30.4% |
| Admin fee / account holder | $7,325 | $9,693-24.4% | $8,261-11.3% | $12,624-42.0% |