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 | $241,435 | $74,927+222.2% | $101,794+137.2% | $84,808+184.7% |
| Participation rate | 55.1% | 61.4%-6.3pp | 69.2%-14.1pp | 68.3%-13.2pp |
| Annual return | 14.25% | 18.70%-4.5pp | 30.53%-16.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $593 | $1,522-61.0% | $2,289-74.1% | $2,631-77.5% |
| Participant deferral / active EE | $3,989 | $3,099+28.7% | $4,084-2.3% | $4,212-5.3% |
| Admin fee / account holder | $58,116 | $6,514+792.2% | $8,777+562.1% | $7,344+691.4% |