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 | $158,933 | $60,022+164.8% | $88,946+78.7% | $84,808+87.4% |
| Participation rate | 15.6% | 57.8%-42.2pp | 68.8%-53.2pp | 68.3%-52.7pp |
| Annual return | 16.22% | 22.43%-6.2pp | 57.82%-41.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $803 | $1,703-52.9% | $2,555-68.6% | $2,631-69.5% |
| Participant deferral / active EE | $2,205 | $3,114-29.2% | $4,581-51.9% | $4,212-47.6% |
| Admin fee / account holder | $719 | $4,811-85.1% | $8,261-91.3% | $7,344-90.2% |