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 | $161,380 | $66,098+144.2% | $101,794+58.5% | $74,304+117.2% |
| Participation rate | 29.2% | 53.8%-24.5pp | 69.2%-40.0pp | 60.3%-31.1pp |
| Annual return | 13.70% | 19.59%-5.9pp | 30.53%-16.8pp | 29.43%-15.7pp |
| Employer contribution / active EE | $831 | $1,082-23.2% | $2,289-63.7% | $2,241-62.9% |
| Participant deferral / active EE | $3,226 | $2,781+16.0% | $4,084-21.0% | $3,767-14.4% |
| Admin fee / account holder | $3,126 | $4,146-24.6% | $8,777-64.4% | $2,969+5.3% |