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 | $167,143 | $91,190+83.3% | $178,490-6.4% | $79,858+109.3% |
| Participation rate | 55.4% | 69.2%-13.8pp | 81.9%-26.6pp | 69.6%-14.3pp |
| Annual return | 16.41% | 24.19%-7.8pp | 151.07%-134.7pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,417 | $3,256-25.8% | $5,011-51.8% | $2,471-2.2% |
| Participant deferral / active EE | $3,996 | $3,236+23.5% | $5,202-23.2% | $3,740+6.8% |
| Admin fee / account holder | $3,227 | $6,751-52.2% | $13,984-76.9% | $5,306-39.2% |