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 | $163,620 | $60,892+168.7% | $82,389+98.6% | $84,808+92.9% |
| Participation rate | 53.0% | 63.3%-10.3pp | 69.5%-16.5pp | 68.3%-15.3pp |
| Annual return | 20.21% | 37.29%-17.1pp | 28.67%-8.5pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,360 | $1,779-23.6% | $2,517-46.0% | $2,631-48.3% |
| Participant deferral / active EE | $3,722 | $3,179+17.1% | $4,155-10.4% | $4,212-11.6% |
| Admin fee / account holder | $8,275 | $5,467+51.4% | $7,231+14.4% | $7,344+12.7% |