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 | $165,414 | $96,635+71.2% | $86,612+91.0% | $139,434+18.6% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 13.84% | 106.41%-92.6pp | 591.07%-577.2pp | 372.94%-359.1pp |
| Employer contribution / active EE | $772 | $3,263-76.3% | $3,022-74.5% | $4,751-83.8% |
| Participant deferral / active EE | $1,495 | $4,836-69.1% | $4,438-66.3% | $6,710-77.7% |
| Admin fee / account holder | $2,830 | $6,408-55.8% | $5,614-49.6% | $11,403-75.2% |