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 | $163,099 | $55,636+193.2% | $81,983+98.9% | $73,488+121.9% |
| Participation rate | 46.2% | 62.3%-16.1pp | 69.2%-23.0pp | 70.7%-24.5pp |
| Annual return | 15.56% | 19.07%-3.5pp | 41.31%-25.8pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,069 | $1,625-34.2% | $2,498-57.2% | $2,270-52.9% |
| Participant deferral / active EE | $2,592 | $2,762-6.1% | $3,722-30.4% | $3,740-30.7% |
| Admin fee / account holder | $2,275 | $493+361.8% | $5,664-59.8% | $513+343.5% |