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 7-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 | $176,491 | $117,690+50.0% | $71,735+146.0% | $134,475+31.2% |
| Participation rate | 38.5% | 68.8%-30.4pp | 62.3%-23.9pp | 81.2%-42.8pp |
| Annual return | 24.34% | 25.44%-1.1pp | 9.14%+15.2pp | 417.96%-393.6pp |
| Employer contribution / active EE | $859 | $2,525-66.0% | $1,704-49.6% | $4,740-81.9% |
| Participant deferral / active EE | $2,044 | $3,759-45.6% | $2,658-23.1% | $6,400-68.1% |
| Admin fee / account holder | $983 | $6,379-84.6% | $3,974-75.3% | $11,426-91.4% |