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 9-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 | $171,216 | $81,248+110.7% | $155,509+10.1% | $80,856+111.8% |
| Participation rate | 17.8% | 66.2%-48.5pp | 78.2%-60.4pp | 67.6%-49.9pp |
| Annual return | 13.30% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,023 | $3,100-67.0% | $4,672-78.1% | $2,755-62.9% |
| Participant deferral / active EE | $3,182 | $3,452-7.8% | $5,626-43.5% | $4,296-25.9% |
| Admin fee / account holder | $441 | $7,997-94.5% | $15,912-97.2% | $6,918-93.6% |