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 | $165,064 | $56,114+194.2% | $96,139+71.7% | $85,850+92.3% |
| Participation rate | 25.0% | 56.7%-31.7pp | 68.4%-43.4pp | 69.3%-44.3pp |
| Annual return | 11.83% | 42.30%-30.5pp | 191.94%-180.1pp | 318.53%-306.7pp |
| Employer contribution / active EE | $243 | $1,620-85.0% | $2,797-91.3% | $2,565-90.5% |
| Participant deferral / active EE | $1,504 | $2,859-47.4% | $4,349-65.4% | $3,952-62.0% |
| Admin fee / account holder | $3,286 | $3,768-12.8% | $5,537-40.6% | $6,260-47.5% |