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 | $157,559 | $81,460+93.4% | $103,333+52.5% | $80,856+94.9% |
| Participation rate | 35.7% | 66.8%-31.1pp | 74.5%-38.8pp | 67.6%-31.9pp |
| Annual return | 17.14% | 25.55%-8.4pp | 24.88%-7.7pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,012 | $3,105-35.2% | $3,868-48.0% | $2,755-27.0% |
| Participant deferral / active EE | $4,711 | $3,869+21.8% | $5,057-6.9% | $4,296+9.7% |
| Admin fee / account holder | $28,513 | $6,566+334.2% | $8,355+241.3% | $6,918+312.2% |