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 | $170,978 | $109,413+56.3% | $156,263+9.4% | $84,808+101.6% |
| Participation rate | 34.7% | 72.7%-38.0pp | 78.9%-44.2pp | 68.3%-33.6pp |
| Annual return | 12.62% | 20.18%-7.6pp | 59.47%-46.8pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,607 | $2,907-44.7% | $4,333-62.9% | $2,631-38.9% |
| Participant deferral / active EE | $2,525 | $4,590-45.0% | $6,158-59.0% | $4,212-40.0% |
| Admin fee / account holder | $410 | $9,357-95.6% | $14,255-97.1% | $7,344-94.4% |