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 | $163,240 | $157,256+3.8% | $141,162+15.6% | $152,861+6.8% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.4%-28.6pp |
| Annual return | 15.50% | 64.32%-48.8pp | 71.39%-55.9pp | 345.32%-329.8pp |
| Employer contribution / active EE | $1,103 | $5,261-79.0% | $4,735-76.7% | $4,762-76.8% |
| Participant deferral / active EE | $4,429 | $7,109-37.7% | $6,709-34.0% | $5,850-24.3% |
| Admin fee / account holder | $2,357 | $12,120-80.5% | $10,261-77.0% | $11,596-79.7% |