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 | $156,944 | $95,266+64.7% | $82,389+90.5% | $142,382+10.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 19.43% | 25.74%-6.3pp | 28.67%-9.2pp | 217.08%-197.6pp |
| Employer contribution / active EE | $655 | $2,991-78.1% | $2,517-74.0% | $4,299-84.8% |
| Participant deferral / active EE | $7,048 | $4,809+46.6% | $4,155+69.6% | $6,507+8.3% |
| Admin fee / account holder | $3,881 | $8,563-54.7% | $7,231-46.3% | $12,624-69.3% |