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 | $188,121 | $101,724+84.9% | $164,813+14.1% | $80,856+132.7% |
| Participation rate | 56.9% | 71.8%-14.9pp | 78.6%-21.7pp | 67.6%-10.7pp |
| Annual return | 13.46% | 16.72%-3.3pp | 69.93%-56.5pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,559 | $2,953-47.2% | $4,341-64.1% | $2,755-43.4% |
| Participant deferral / active EE | $4,266 | $4,477-4.7% | $6,031-29.3% | $4,296-0.7% |
| Admin fee / account holder | $6,806 | $8,227-17.3% | $12,690-46.4% | $6,918-1.6% |