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 | $186,849 | $101,724+83.7% | $164,813+13.4% | $80,856+131.1% |
| Participation rate | 25.0% | 71.8%-46.8pp | 78.6%-53.6pp | 67.6%-42.6pp |
| Annual return | 16.74% | 16.72%0pp | 69.93%-53.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,037 | $2,953-64.9% | $4,341-76.1% | $2,755-62.3% |
| Participant deferral / active EE | $2,330 | $4,477-48.0% | $6,031-61.4% | $4,296-45.8% |
| Admin fee / account holder | $958 | $8,227-88.4% | $12,690-92.4% | $6,918-86.1% |