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 | $189,055 | $107,452+75.9% | $91,541+106.5% | $142,382+32.8% |
| Participation rate | 38.9% | 75.1%-36.2pp | 69.8%-30.9pp | 80.1%-41.2pp |
| Annual return | 14.35% | 22.06%-7.7pp | 20.50%-6.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $967 | $2,994-67.7% | $2,505-61.4% | $4,299-77.5% |
| Participant deferral / active EE | $2,410 | $4,754-49.3% | $4,008-39.9% | $6,507-63.0% |
| Admin fee / account holder | $37,460 | $8,834+324.0% | $6,956+438.5% | $12,624+196.7% |