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 | $146,816 | $51,576+184.7% | $129,207+13.6% | $80,856+81.6% |
| Participation rate | 56.0% | 57.0%-1.0pp | 69.6%-13.6pp | 67.6%-11.6pp |
| Annual return | 14.35% | 20.81%-6.5pp | 9417.33%-9403.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,738 | $1,584+9.7% | $4,153-58.2% | $2,755-36.9% |
| Participant deferral / active EE | $19,250 | $2,669+621.3% | $4,168+361.9% | $4,296+348.1% |
| Admin fee / account holder | $445 | $4,305-89.7% | $7,715-94.2% | $6,918-93.6% |