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 | $171,267 | $117,983+45.2% | $101,794+68.2% | $142,382+20.3% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.2%-13.6pp | 80.1%-24.6pp |
| Annual return | 16.22% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,836 | $2,773+2.3% | $2,289+23.9% | $4,299-34.0% |
| Participant deferral / active EE | $11,282 | $4,714+139.3% | $4,084+176.2% | $6,507+73.4% |
| Admin fee / account holder | $1,176 | $10,433-88.7% | $8,777-86.6% | $12,624-90.7% |