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 | $245,915 | $100,773+144.0% | $88,946+176.5% | $142,382+72.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 11.97% | 70.18%-58.2pp | 57.82%-45.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $802 | $2,918-72.5% | $2,555-68.6% | $4,299-81.3% |
| Participant deferral / active EE | $3,636 | $5,230-30.5% | $4,581-20.6% | $6,507-44.1% |
| Admin fee / account holder | $16,219 | $9,693+67.3% | $8,261+96.3% | $12,624+28.5% |