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 | $154,992 | $91,552+69.3% | $133,956+15.7% | $79,858+94.1% |
| Participation rate | 46.5% | 73.3%-26.8pp | 79.8%-33.3pp | 69.6%-23.1pp |
| Annual return | 12.96% | 61.85%-48.9pp | 45.09%-32.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $710 | $2,384-70.2% | $3,919-81.9% | $2,471-71.3% |
| Participant deferral / active EE | $3,283 | $3,733-12.1% | $5,048-35.0% | $3,740-12.2% |
| Admin fee / account holder | $2,377 | $6,321-62.4% | $8,927-73.4% | $5,306-55.2% |