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 | $143,195 | $72,277+98.1% | $101,248+41.4% | $79,858+79.3% |
| Participation rate | 56.9% | 68.5%-11.5pp | 75.8%-18.9pp | 69.6%-12.7pp |
| Annual return | 13.53% | 22.30%-8.8pp | 46.47%-32.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,345 | $2,692-12.9% | $3,660-35.9% | $2,471-5.1% |
| Participant deferral / active EE | $6,633 | $3,282+102.1% | $4,370+51.8% | $3,740+77.3% |
| Admin fee / account holder | $11,322 | $4,400+157.3% | $5,945+90.4% | $5,306+113.4% |