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 | $155,280 | $86,286+80.0% | $111,297+39.5% | $85,850+80.9% |
| Participation rate | 61.2% | 73.3%-12.1pp | 77.3%-16.1pp | 69.3%-8.1pp |
| Annual return | 14.74% | 19.99%-5.2pp | 54.65%-39.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,064 | $2,043-47.9% | $2,731-61.0% | $2,565-58.5% |
| Participant deferral / active EE | $4,518 | $3,641+24.1% | $4,487+0.7% | $3,952+14.3% |
| Admin fee / account holder | $3,973 | $8,188-51.5% | $7,964-50.1% | $6,260-36.5% |