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 | $163,551 | $86,944+88.1% | $107,525+52.1% | $74,304+120.1% |
| Participation rate | 31.1% | 59.6%-28.5pp | 75.1%-44.0pp | 60.3%-29.3pp |
| Annual return | 13.68% | 23.52%-9.8pp | 181.32%-167.6pp | 29.43%-15.7pp |
| Employer contribution / active EE | $2,012 | $2,757-27.0% | $3,754-46.4% | $2,241-10.2% |
| Participant deferral / active EE | $4,585 | $3,554+29.0% | $5,116-10.4% | $3,767+21.7% |
| Admin fee / account holder | $12,210 | $3,727+227.7% | $8,919+36.9% | $2,969+311.3% |