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 | $168,242 | $70,428+138.9% | $96,562+74.2% | $85,850+96.0% |
| Participation rate | 44.8% | 61.8%-17.0pp | 69.8%-25.0pp | 69.3%-24.5pp |
| Annual return | 17.22% | 18.59%-1.4pp | 37.78%-20.6pp | 318.53%-301.3pp |
| Employer contribution / active EE | $1,092 | $1,413-22.7% | $2,356-53.6% | $2,565-57.4% |
| Participant deferral / active EE | $2,853 | $2,894-1.4% | $3,849-25.9% | $3,952-27.8% |
| Admin fee / account holder | $5,234 | $4,997+4.8% | $6,181-15.3% | $6,260-16.4% |