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 | $159,645 | $72,012+121.7% | $185,823-14.1% | $79,858+99.9% |
| Participation rate | 45.7% | 65.8%-20.0pp | 78.0%-32.3pp | 69.6%-23.9pp |
| Annual return | 16.25% | 23.12%-6.9pp | 35.95%-19.7pp | 31.71%-15.5pp |
| Employer contribution / active EE | $407 | $1,965-79.3% | $4,087-90.0% | $2,471-83.5% |
| Participant deferral / active EE | $2,779 | $3,779-26.5% | $5,632-50.7% | $3,740-25.7% |
| Admin fee / account holder | $997 | $4,513-77.9% | $9,500-89.5% | $5,306-81.2% |