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 | $176,561 | $71,050+148.5% | $93,606+88.6% | $80,856+118.4% |
| Participation rate | 53.1% | 60.4%-7.3pp | 68.7%-15.6pp | 67.6%-14.5pp |
| Annual return | 19.97% | 11.26%+8.7pp | 133.20%-113.2pp | 35.59%-15.6pp |
| Employer contribution / active EE | $1,045 | $1,564-33.2% | $2,420-56.8% | $2,755-62.1% |
| Participant deferral / active EE | $4,040 | $4,034+0.2% | $4,411-8.4% | $4,296-5.9% |
| Admin fee / account holder | $11,206 | $6,945+61.4% | $8,285+35.3% | $6,918+62.0% |