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 | $173,076 | $87,013+98.9% | $106,213+63.0% | $80,856+114.1% |
| Participation rate | 45.6% | 70.4%-24.8pp | 75.3%-29.7pp | 67.6%-22.0pp |
| Annual return | 13.81% | 17.05%-3.2pp | 116.14%-102.3pp | 35.59%-21.8pp |
| Employer contribution / active EE | $876 | $2,395-63.4% | $3,171-72.4% | $2,755-68.2% |
| Participant deferral / active EE | $2,554 | $3,986-35.9% | $5,016-49.1% | $4,296-40.6% |
| Admin fee / account holder | $15,983 | $8,431+89.6% | $11,033+44.9% | $6,918+131.0% |