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 | $143,403 | $73,933+94.0% | $96,683+48.3% | $75,163+90.8% |
| Participation rate | 55.7% | 66.4%-10.7pp | 74.3%-18.6pp | 67.2%-11.5pp |
| Annual return | 19.62% | 26.70%-7.1pp | 35.69%-16.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,363 | $2,928-19.3% | $3,737-36.8% | $2,670-11.5% |
| Participant deferral / active EE | $5,128 | $3,659+40.2% | $4,878+5.1% | $4,125+24.3% |
| Admin fee / account holder | $3,989 | $5,216-23.5% | $6,730-40.7% | $5,651-29.4% |