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 | $167,702 | $107,934+55.4% | $91,989+82.3% | $152,861+9.7% |
| Participation rate | 60.0% | 81.2%-21.2pp | 78.6%-18.6pp | 82.4%-22.4pp |
| Annual return | 20.61% | 89.24%-68.6pp | 69.02%-48.4pp | 345.32%-324.7pp |
| Employer contribution / active EE | $802 | $4,210-80.9% | $3,452-76.8% | $4,762-83.2% |
| Participant deferral / active EE | $5,897 | $6,364-7.3% | $5,923-0.4% | $5,850+0.8% |
| Admin fee / account holder | $1,097 | $10,520-89.6% | $7,743-85.8% | $11,596-90.5% |