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 | $171,260 | $82,978+106.4% | $129,995+31.7% | $71,457+139.7% |
| Participation rate | 48.0% | 74.1%-26.1pp | 78.5%-30.5pp | 67.9%-19.9pp |
| Annual return | 24.67% | 20.60%+4.1pp | -137.18%+161.9pp | 28.85%-4.2pp |
| Employer contribution / active EE | $1,963 | $2,622-25.1% | $4,320-54.6% | $2,588-24.1% |
| Participant deferral / active EE | $4,736 | $4,432+6.9% | $5,820-18.6% | $4,289+10.4% |
| Admin fee / account holder | $371 | $1,729-78.5% | $10,614-96.5% | $1,587-76.6% |