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 | $159,558 | $94,625+68.6% | $116,228+37.3% | $84,808+88.1% |
| Participation rate | 53.7% | 70.4%-16.7pp | 74.6%-20.8pp | 68.3%-14.6pp |
| Annual return | 15.21% | 20.40%-5.2pp | 90.06%-74.9pp | 40.90%-25.7pp |
| Employer contribution / active EE | $806 | $2,347-65.7% | $2,994-73.1% | $2,631-69.4% |
| Participant deferral / active EE | $3,535 | $3,972-11.0% | $4,953-28.6% | $4,212-16.1% |
| Admin fee / account holder | $8,461 | $10,091-16.2% | $11,989-29.4% | $7,344+15.2% |