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 | $149,063 | $89,698+66.2% | $103,476+44.1% | $80,856+84.4% |
| Participation rate | 29.5% | 76.0%-46.5pp | 80.5%-51.0pp | 67.6%-38.1pp |
| Annual return | 16.45% | 22.78%-6.3pp | 23.90%-7.5pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,212 | $4,018-69.8% | $4,672-74.1% | $2,755-56.0% |
| Participant deferral / active EE | $3,081 | $5,456-43.5% | $6,623-53.5% | $4,296-28.3% |
| Admin fee / account holder | $2,197 | $6,768-67.5% | $9,413-76.7% | $6,918-68.2% |