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 | $156,773 | $68,719+128.1% | $91,541+71.3% | $84,808+84.9% |
| Participation rate | 54.7% | 64.5%-9.8pp | 69.8%-15.1pp | 68.3%-13.6pp |
| Annual return | 13.61% | 19.12%-5.5pp | 20.50%-6.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $933 | $1,920-51.4% | $2,505-62.7% | $2,631-64.5% |
| Participant deferral / active EE | $4,336 | $3,136+38.3% | $4,008+8.2% | $4,212+2.9% |
| Admin fee / account holder | $32,119 | $5,786+455.1% | $6,956+361.7% | $7,344+337.4% |