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 | $160,369 | $74,927+114.0% | $101,794+57.5% | $84,808+89.1% |
| Participation rate | 54.8% | 61.4%-6.6pp | 69.2%-14.4pp | 68.3%-13.5pp |
| Annual return | 15.87% | 18.70%-2.8pp | 30.53%-14.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $620 | $1,522-59.3% | $2,289-72.9% | $2,631-76.4% |
| Participant deferral / active EE | $4,773 | $3,099+54.0% | $4,084+16.9% | $4,212+13.3% |
| Admin fee / account holder | $1,048 | $6,514-83.9% | $8,777-88.1% | $7,344-85.7% |