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 | $169,018 | $70,669+139.2% | $169,368-0.2% | $75,163+124.9% |
| Participation rate | 69.7% | 64.8%+4.9pp | 77.1%-7.4pp | 67.2%+2.5pp |
| Annual return | 15.42% | 36.36%-20.9pp | 405.60%-390.2pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,191 | $2,211-46.1% | $4,013-70.3% | $2,670-55.4% |
| Participant deferral / active EE | $5,814 | $4,311+34.9% | $6,221-6.5% | $4,125+40.9% |
| Admin fee / account holder | $10,978 | $5,402+103.2% | $9,003+21.9% | $5,651+94.3% |