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 | $160,858 | $85,563+88.0% | $69,780+130.5% | $85,563+88.0% |
| Participation rate | 26.3% | 66.0%-39.7pp | 79.3%-53.0pp | 66.0%-39.7pp |
| Annual return | 13.70% | 31.51%-17.8pp | 26.31%-12.6pp | 31.51%-17.8pp |
| Employer contribution / active EE | $1,045 | $2,654-60.6% | $4,168-74.9% | $2,654-60.6% |
| Participant deferral / active EE | $1,654 | $4,375-62.2% | $6,164-73.2% | $4,375-62.2% |
| Admin fee / account holder | $12,023 | $834+1341.3% | $7,285+65.0% | $834+1341.3% |