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 | $159,976 | $109,413+46.2% | $156,263+2.4% | $84,808+88.6% |
| Participation rate | 46.6% | 72.7%-26.1pp | 78.9%-32.4pp | 68.3%-21.8pp |
| Annual return | 15.68% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,306 | $2,907-55.1% | $4,333-69.9% | $2,631-50.4% |
| Participant deferral / active EE | $3,451 | $4,590-24.8% | $6,158-44.0% | $4,212-18.1% |
| Admin fee / account holder | $1,638 | $9,357-82.5% | $14,255-88.5% | $7,344-77.7% |