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 | $156,896 | $66,098+137.4% | $101,794+54.1% | $74,304+111.2% |
| Participation rate | 39.3% | 53.8%-14.5pp | 69.2%-29.9pp | 60.3%-21.1pp |
| Annual return | 13.85% | 19.59%-5.7pp | 30.53%-16.7pp | 29.43%-15.6pp |
| Employer contribution / active EE | $1,037 | $1,082-4.1% | $2,289-54.7% | $2,241-53.7% |
| Participant deferral / active EE | $4,349 | $2,781+56.4% | $4,084+6.5% | $3,767+15.4% |
| Admin fee / account holder | $23,527 | $4,146+467.5% | $8,777+168.1% | $2,969+692.5% |