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 | $183,141 | $74,927+144.4% | $101,794+79.9% | $84,808+115.9% |
| Participation rate | 40.6% | 61.4%-20.8pp | 69.2%-28.6pp | 68.3%-27.7pp |
| Annual return | 15.75% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,315 | $1,522-13.6% | $2,289-42.6% | $2,631-50.0% |
| Participant deferral / active EE | $3,383 | $3,099+9.2% | $4,084-17.2% | $4,212-19.7% |
| Admin fee / account holder | $32,789 | $6,514+403.4% | $8,777+273.6% | $7,344+346.5% |