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 | $156,743 | $109,881+42.6% | $150,045+4.5% | $84,808+84.8% |
| Participation rate | 23.1% | 76.1%-53.0pp | 82.3%-59.2pp | 68.3%-45.2pp |
| Annual return | 16.98% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $931 | $3,561-73.9% | $4,693-80.2% | $2,631-64.6% |
| Participant deferral / active EE | $2,611 | $6,636-60.7% | $7,997-67.4% | $4,212-38.0% |
| Admin fee / account holder | $1,800 | $8,568-79.0% | $13,435-86.6% | $7,344-75.5% |