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 | $231,263 | $110,261+109.7% | $95,745+141.5% | $139,434+65.9% |
| Participation rate | 27.3% | 75.8%-48.5pp | 72.3%-45.0pp | 80.3%-53.0pp |
| Annual return | 11.64% | 27.11%-15.5pp | 28.35%-16.7pp | 372.94%-361.3pp |
| Employer contribution / active EE | $442 | $3,257-86.4% | $2,835-84.4% | $4,751-90.7% |
| Participant deferral / active EE | $839 | $4,676-82.0% | $4,245-80.2% | $6,710-87.5% |
| Admin fee / account holder | $6,675 | $6,613+0.9% | $5,678+17.6% | $11,403-41.5% |