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 | $178,065 | $58,208+205.9% | $81,812+117.7% | $80,856+120.2% |
| Participation rate | 27.8% | 63.4%-35.6pp | 72.3%-44.5pp | 67.6%-39.8pp |
| Annual return | 18.11% | 41.66%-23.6pp | 773.79%-755.7pp | 35.59%-17.5pp |
| Employer contribution / active EE | $449 | $2,340-80.8% | $2,912-84.6% | $2,755-83.7% |
| Participant deferral / active EE | $977 | $3,281-70.2% | $4,319-77.4% | $4,296-77.3% |
| Admin fee / account holder | $566 | $4,981-88.6% | $7,386-92.3% | $6,918-91.8% |