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 | $175,098 | $140,986+24.2% | $198,754-11.9% | $116,875+49.8% |
| Participation rate | 42.9% | 77.3%-34.4pp | 81.4%-38.6pp | 74.5%-31.7pp |
| Annual return | 12.76% | 18.14%-5.4pp | 4947.04%-4934.3pp | 16.29%-3.5pp |
| Employer contribution / active EE | $809 | $4,137-80.4% | $4,008-79.8% | $3,288-75.4% |
| Participant deferral / active EE | $2,386 | $3,620-34.1% | $4,138-42.3% | $3,885-38.6% |
| Admin fee / account holder | $20,204 | $11,748+72.0% | $12,082+67.2% | $12,263+64.8% |