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 | $146,287 | $88,581+65.1% | $145,661+0.4% | $74,304+96.9% |
| Participation rate | 38.5% | 64.9%-26.4pp | 77.2%-38.7pp | 60.3%-21.8pp |
| Annual return | 15.74% | 34.30%-18.6pp | 101.46%-85.7pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,174 | $2,612-55.0% | $4,238-72.3% | $2,241-47.6% |
| Participant deferral / active EE | $2,335 | $4,151-43.7% | $7,198-67.6% | $3,767-38.0% |
| Admin fee / account holder | $9,863 | $2,953+234.0% | $12,466-20.9% | $2,969+232.2% |