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 | $210,485 | $127,777+64.7% | $106,548+97.5% | $167,490+25.7% |
| Participation rate | 43.8% | 78.3%-34.5pp | 76.1%-32.4pp | 82.1%-38.4pp |
| Annual return | 32.55% | 33.87%-1.3pp | 26.80%+5.8pp | 478.56%-446.0pp |
| Employer contribution / active EE | $869 | $3,427-74.6% | $2,819-69.2% | $4,837-82.0% |
| Participant deferral / active EE | $1,662 | $5,087-67.3% | $4,398-62.2% | $6,341-73.8% |
| Admin fee / account holder | $23,237 | $11,228+107.0% | $7,407+213.7% | $12,309+88.8% |