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 | $184,042 | $89,753+105.1% | $107,525+71.2% | $84,808+117.0% |
| Participation rate | 34.5% | 68.1%-33.6pp | 75.1%-40.6pp | 68.3%-33.8pp |
| Annual return | 13.05% | 29.48%-16.4pp | 181.32%-168.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,701 | $3,113-45.4% | $3,754-54.7% | $2,631-35.4% |
| Participant deferral / active EE | $4,443 | $4,056+9.5% | $5,116-13.2% | $4,212+5.5% |
| Admin fee / account holder | $7,254 | $7,222+0.4% | $8,919-18.7% | $7,344-1.2% |