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 | $185,698 | $127,065+46.1% | $113,168+64.1% | $142,382+30.4% |
| Participation rate | 59.1% | 79.2%-20.1pp | 76.6%-17.5pp | 80.1%-21.0pp |
| Annual return | 11.58% | 24.03%-12.5pp | 24.27%-12.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,930 | $3,442-14.9% | $2,975-1.5% | $4,299-31.8% |
| Participant deferral / active EE | $5,206 | $5,716-8.9% | $5,107+2.0% | $6,507-20.0% |
| Admin fee / account holder | $16,197 | $15,736+2.9% | $12,068+34.2% | $12,624+28.3% |