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 | $174,991 | $109,982+59.1% | $97,226+80.0% | $145,922+19.9% |
| Participation rate | 25.0% | 75.9%-50.9pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 20.39% | 242.90%-222.5pp | 75.13%-54.7pp | 561.29%-540.9pp |
| Employer contribution / active EE | $450 | $3,084-85.4% | $2,729-83.5% | $4,660-90.3% |
| Participant deferral / active EE | $1,800 | $4,676-61.5% | $4,264-57.8% | $6,688-73.1% |
| Admin fee / account holder | $675 | $6,221-89.1% | $5,654-88.1% | $13,397-95.0% |