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 | $157,932 | $91,552+72.5% | $133,956+17.9% | $79,858+97.8% |
| Participation rate | 62.0% | 73.3%-11.3pp | 79.8%-17.8pp | 69.6%-7.6pp |
| Annual return | 19.10% | 61.85%-42.7pp | 45.09%-26.0pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,722 | $2,384-27.8% | $3,919-56.1% | $2,471-30.3% |
| Participant deferral / active EE | $4,435 | $3,733+18.8% | $5,048-12.1% | $3,740+18.6% |
| Admin fee / account holder | $1,991 | $6,321-68.5% | $8,927-77.7% | $5,306-62.5% |