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 | $173,694 | $86,286+101.3% | $111,297+56.1% | $85,850+102.3% |
| Participation rate | 50.9% | 73.3%-22.5pp | 77.3%-26.4pp | 69.3%-18.4pp |
| Annual return | 11.09% | 19.99%-8.9pp | 54.65%-43.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $623 | $2,043-69.5% | $2,731-77.2% | $2,565-75.7% |
| Participant deferral / active EE | $2,047 | $3,641-43.8% | $4,487-54.4% | $3,952-48.2% |
| Admin fee / account holder | $10,730 | $8,188+31.0% | $7,964+34.7% | $6,260+71.4% |