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 | $147,683 | $93,571+57.8% | $135,903+8.7% | $75,163+96.5% |
| Participation rate | 39.3% | 75.2%-35.9pp | 81.9%-42.6pp | 67.2%-27.9pp |
| Annual return | 17.77% | 30.90%-13.1pp | 68.23%-50.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,129 | $3,537-68.1% | $4,856-76.8% | $2,670-57.7% |
| Participant deferral / active EE | $2,778 | $6,404-56.6% | $7,758-64.2% | $4,125-32.7% |
| Admin fee / account holder | $6,649 | $6,975-4.7% | $10,762-38.2% | $5,651+17.7% |