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 | $162,861 | $93,571+74.1% | $135,903+19.8% | $75,163+116.7% |
| Participation rate | 23.9% | 75.2%-51.2pp | 81.9%-58.0pp | 67.2%-43.2pp |
| Annual return | 32.24% | 30.90%+1.3pp | 68.23%-36.0pp | 160.62%-128.4pp |
| Employer contribution / active EE | $1,004 | $3,537-71.6% | $4,856-79.3% | $2,670-62.4% |
| Participant deferral / active EE | $2,994 | $6,404-53.2% | $7,758-61.4% | $4,125-27.4% |
| Admin fee / account holder | $9,047 | $6,975+29.7% | $10,762-15.9% | $5,651+60.1% |