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 | $167,366 | $116,175+44.1% | $93,606+78.8% | $152,861+9.5% |
| Participation rate | 38.5% | 78.0%-39.6pp | 75.8%-37.4pp | 82.4%-44.0pp |
| Annual return | 23.47% | 35.96%-12.5pp | 32.76%-9.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,268 | $3,218-60.6% | $2,718-53.4% | $4,762-73.4% |
| Participant deferral / active EE | $4,169 | $4,603-9.4% | $4,069+2.5% | $5,850-28.7% |
| Admin fee / account holder | $1,793 | $10,748-83.3% | $7,888-77.3% | $11,596-84.5% |