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 | $171,075 | $63,346+170.1% | $92,233+85.5% | $70,131+143.9% |
| Participation rate | 18.5% | 68.7%-50.2pp | 76.5%-58.0pp | 69.5%-51.0pp |
| Annual return | 15.40% | 530.12%-514.7pp | 176.28%-160.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $568 | $2,471-77.0% | $3,679-84.6% | $2,342-75.8% |
| Participant deferral / active EE | $1,860 | $2,854-34.8% | $3,897-52.3% | $3,332-44.2% |
| Admin fee / account holder | $4,129 | $3,840+7.5% | $5,194-20.5% | $4,645-11.1% |