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 | $157,998 | $107,334+47.2% | $92,893+70.1% | $152,861+3.4% |
| Participation rate | 52.6% | 79.8%-27.2pp | 76.0%-23.4pp | 82.4%-29.8pp |
| Annual return | 17.38% | 145.58%-128.2pp | 109.41%-92.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,099 | $4,221-74.0% | $3,653-69.9% | $4,762-76.9% |
| Participant deferral / active EE | $4,192 | $4,845-13.5% | $4,236-1.1% | $5,850-28.4% |
| Admin fee / account holder | $9,458 | $7,079+33.6% | $5,794+63.2% | $11,596-18.4% |