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 | $190,945 | $68,914+177.1% | $136,749+39.6% | $74,304+157.0% |
| Participation rate | 26.3% | 51.3%-25.1pp | 72.1%-45.9pp | 60.3%-34.1pp |
| Annual return | 13.71% | 16.34%-2.6pp | 24.33%-10.6pp | 29.43%-15.7pp |
| Employer contribution / active EE | $549 | $1,561-64.8% | $3,400-83.8% | $2,241-75.5% |
| Participant deferral / active EE | $1,802 | $2,541-29.1% | $4,692-61.6% | $3,767-52.2% |
| Admin fee / account holder | $17,273 | $3,149+448.5% | $11,386+51.7% | $2,969+481.8% |