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 | $164,132 | $104,974+56.4% | $95,585+71.7% | $142,382+15.3% |
| Participation rate | 57.1% | 75.0%-17.8pp | 72.1%-14.9pp | 80.1%-23.0pp |
| Annual return | 14.31% | 210.33%-196.0pp | 38.56%-24.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $763 | $2,779-72.5% | $2,527-69.8% | $4,299-82.3% |
| Participant deferral / active EE | $3,942 | $4,352-9.4% | $4,023-2.0% | $6,507-39.4% |
| Admin fee / account holder | $4,910 | $6,386-23.1% | $6,127-19.9% | $12,624-61.1% |