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 | $171,697 | $85,766+100.2% | $136,294+26.0% | $70,131+144.8% |
| Participation rate | 28.6% | 74.2%-45.6pp | 81.9%-53.3pp | 69.5%-41.0pp |
| Annual return | 18.02% | 31.45%-13.4pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,568 | $2,966-47.1% | $4,695-66.6% | $2,342-33.0% |
| Participant deferral / active EE | $5,954 | $5,051+17.9% | $6,247-4.7% | $3,332+78.7% |
| Admin fee / account holder | $8,869 | $5,420+63.6% | $9,243-4.1% | $4,645+90.9% |