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 | $164,512 | $113,339+45.2% | $94,993+73.2% | $147,584+11.5% |
| Participation rate | 16.7% | 78.0%-61.3pp | 73.9%-57.2pp | 82.8%-66.2pp |
| Annual return | 14.78% | 20.77%-6.0pp | 27.12%-12.3pp | 578.55%-563.8pp |
| Employer contribution / active EE | $949 | $3,160-70.0% | $2,603-63.6% | $4,876-80.5% |
| Participant deferral / active EE | $4,000 | $3,777+5.9% | $3,317+20.6% | $5,439-26.5% |
| Admin fee / account holder | $6,849 | $6,063+13.0% | $4,960+38.1% | $10,885-37.1% |