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 | $180,976 | $74,927+141.5% | $101,794+77.8% | $84,808+113.4% |
| Participation rate | 36.2% | 61.4%-25.2pp | 69.2%-33.0pp | 68.3%-32.1pp |
| Annual return | 16.75% | 18.70%-1.9pp | 30.53%-13.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,449 | $1,522-4.8% | $2,289-36.7% | $2,631-44.9% |
| Participant deferral / active EE | $2,496 | $3,099-19.5% | $4,084-38.9% | $4,212-40.7% |
| Admin fee / account holder | $40,997 | $6,514+529.4% | $8,777+367.1% | $7,344+458.3% |