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 | $158,489 | $80,673+96.5% | $101,326+56.4% | $84,808+86.9% |
| Participation rate | 56.0% | 77.8%-21.8pp | 81.5%-25.5pp | 68.3%-12.3pp |
| Annual return | 15.06% | 38.95%-23.9pp | 36.82%-21.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $629 | $2,698-76.7% | $3,665-82.8% | $2,631-76.1% |
| Participant deferral / active EE | $6,223 | $6,840-9.0% | $7,994-22.2% | $4,212+47.8% |
| Admin fee / account holder | $3,452 | $12,784-73.0% | $11,185-69.1% | $7,344-53.0% |