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 | $169,133 | $124,319+36.0% | $111,297+52.0% | $167,490+1.0% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 13.88% | 37.44%-23.6pp | 54.65%-40.8pp | 478.56%-464.7pp |
| Employer contribution / active EE | $746 | $3,435-78.3% | $2,731-72.7% | $4,837-84.6% |
| Participant deferral / active EE | $2,467 | $5,180-52.4% | $4,487-45.0% | $6,341-61.1% |
| Admin fee / account holder | $2,380 | $10,618-77.6% | $7,964-70.1% | $12,309-80.7% |