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 | $152,655 | $54,705+179.1% | $71,209+114.4% | $84,808+80.0% |
| Participation rate | 40.6% | 64.1%-23.4pp | 73.8%-33.1pp | 68.3%-27.7pp |
| Annual return | 16.29% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,986 | $2,158-8.0% | $2,721-27.0% | $2,631-24.5% |
| Participant deferral / active EE | $5,576 | $3,030+84.0% | $4,175+33.6% | $4,212+32.4% |
| Admin fee / account holder | $4,771 | $4,863-1.9% | $5,349-10.8% | $7,344-35.0% |