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 | $183,656 | $74,927+145.1% | $101,794+80.4% | $84,808+116.6% |
| Participation rate | 39.2% | 61.4%-22.2pp | 69.2%-30.0pp | 68.3%-29.1pp |
| Annual return | 15.77% | 18.70%-2.9pp | 30.53%-14.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,052 | $1,522-30.9% | $2,289-54.0% | $2,631-60.0% |
| Participant deferral / active EE | $2,171 | $3,099-29.9% | $4,084-46.8% | $4,212-48.4% |
| Admin fee / account holder | $17,494 | $6,514+168.6% | $8,777+99.3% | $7,344+138.2% |