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 | $165,526 | $81,460+103.2% | $103,333+60.2% | $80,856+104.7% |
| Participation rate | 39.2% | 66.8%-27.6pp | 74.5%-35.3pp | 67.6%-28.4pp |
| Annual return | 14.82% | 25.55%-10.7pp | 24.88%-10.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,113 | $3,105-64.1% | $3,868-71.2% | $2,755-59.6% |
| Participant deferral / active EE | $3,170 | $3,869-18.0% | $5,057-37.3% | $4,296-26.2% |
| Admin fee / account holder | $853 | $6,566-87.0% | $8,355-89.8% | $6,918-87.7% |