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 | $175,519 | $64,324+172.9% | $118,925+47.6% | $79,858+119.8% |
| Participation rate | 38.5% | 64.9%-26.4pp | 75.4%-36.9pp | 69.6%-31.2pp |
| Annual return | 11.25% | 86.45%-75.2pp | 35.88%-24.6pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,055 | $1,836-42.5% | $3,263-67.7% | $2,471-57.3% |
| Participant deferral / active EE | $1,971 | $2,824-30.2% | $4,265-53.8% | $3,740-47.3% |
| Admin fee / account holder | $2,593 | $4,040-35.8% | $6,581-60.6% | $5,306-51.1% |