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 | $167,356 | $115,770+44.6% | $101,248+65.3% | $158,922+5.3% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 13.46% | 56.14%-42.7pp | 46.47%-33.0pp | 302.83%-289.4pp |
| Employer contribution / active EE | $840 | $4,175-79.9% | $3,660-77.0% | $4,761-82.4% |
| Participant deferral / active EE | $2,133 | $4,957-57.0% | $4,370-51.2% | $5,982-64.3% |
| Admin fee / account holder | $3,850 | $7,245-46.9% | $5,945-35.3% | $11,246-65.8% |