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 | $162,710 | $56,114+190.0% | $96,139+69.2% | $85,850+89.5% |
| Participation rate | 40.0% | 56.7%-16.7pp | 68.4%-28.4pp | 69.3%-29.3pp |
| Annual return | 15.42% | 42.30%-26.9pp | 191.94%-176.5pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,609 | $1,620-0.7% | $2,797-42.5% | $2,565-37.3% |
| Participant deferral / active EE | $3,483 | $2,859+21.8% | $4,349-19.9% | $3,952-11.9% |
| Admin fee / account holder | $2,878 | $3,768-23.6% | $5,537-48.0% | $6,260-54.0% |