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 | $171,110 | $68,719+149.0% | $91,541+86.9% | $84,808+101.8% |
| Participation rate | 62.8% | 64.5%-1.7pp | 69.8%-7.0pp | 68.3%-5.5pp |
| Annual return | 14.16% | 19.12%-5.0pp | 20.50%-6.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,176 | $1,920-38.8% | $2,505-53.1% | $2,631-55.3% |
| Participant deferral / active EE | $3,405 | $3,136+8.6% | $4,008-15.0% | $4,212-19.2% |
| Admin fee / account holder | $20,769 | $5,786+258.9% | $6,956+198.6% | $7,344+182.8% |