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 | $181,412 | $215,361-15.8% | $171,082+6.0% | $273,961-33.8% |
| Participation rate | 36.8% | 82.0%-45.2pp | 76.7%-39.9pp | 83.0%-46.2pp |
| Annual return | 3.20% | 25.14%-21.9pp | 32.56%-29.4pp | 41.45%-38.3pp |
| Employer contribution / active EE | $929 | $4,967-81.3% | $4,002-76.8% | $4,869-80.9% |
| Participant deferral / active EE | $2,410 | $5,543-56.5% | $4,797-49.8% | $5,287-54.4% |
| Admin fee / account holder | $67,107 | $10,846+518.7% | $8,520+687.7% | $10,132+562.3% |