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 | $171,761 | $81,248+111.4% | $155,509+10.5% | $80,856+112.4% |
| Participation rate | 34.3% | 66.2%-31.9pp | 78.2%-43.9pp | 67.6%-33.4pp |
| Annual return | 12.83% | 33.31%-20.5pp | 64.67%-51.8pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,396 | $3,100-22.7% | $4,672-48.7% | $2,755-13.0% |
| Participant deferral / active EE | $5,902 | $3,452+71.0% | $5,626+4.9% | $4,296+37.4% |
| Admin fee / account holder | $40,283 | $7,997+403.7% | $15,912+153.2% | $6,918+482.3% |