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 | $185,349 | $72,277+156.4% | $101,248+83.1% | $79,858+132.1% |
| Participation rate | 52.2% | 68.5%-16.3pp | 75.8%-23.6pp | 69.6%-17.5pp |
| Annual return | 13.35% | 22.30%-9.0pp | 46.47%-33.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,962 | $2,692-27.1% | $3,660-46.4% | $2,471-20.6% |
| Participant deferral / active EE | $5,282 | $3,282+61.0% | $4,370+20.9% | $3,740+41.2% |
| Admin fee / account holder | $25,179 | $4,400+472.2% | $5,945+323.5% | $5,306+374.5% |