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 | $165,648 | $77,899+112.6% | $149,673+10.7% | $75,163+120.4% |
| Participation rate | 57.9% | 65.6%-7.7pp | 78.8%-20.9pp | 67.2%-9.3pp |
| Annual return | 16.17% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,768 | $3,137-43.6% | $4,818-63.3% | $2,670-33.8% |
| Participant deferral / active EE | $3,383 | $3,411-0.8% | $5,680-40.4% | $4,125-18.0% |
| Admin fee / account holder | $65,905 | $5,956+1006.5% | $13,210+398.9% | $5,651+1066.3% |