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 | $157,317 | $78,926+99.3% | $136,749+15.0% | $84,808+85.5% |
| Participation rate | 39.7% | 62.2%-22.5pp | 72.1%-32.4pp | 68.3%-28.6pp |
| Annual return | 16.79% | 18.17%-1.4pp | 24.33%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,174 | $2,134-45.0% | $3,400-65.5% | $2,631-55.4% |
| Participant deferral / active EE | $3,250 | $3,168+2.6% | $4,692-30.7% | $4,212-22.8% |
| Admin fee / account holder | $2,494 | $6,369-60.8% | $11,386-78.1% | $7,344-66.0% |