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 | $153,409 | $48,046+219.3% | $84,611+81.3% | $72,985+110.2% |
| Participation rate | 25.0% | 57.6%-32.6pp | 68.2%-43.2pp | 69.5%-44.5pp |
| Annual return | 24.22% | 37.38%-13.2pp | 258.74%-234.5pp | 81.00%-56.8pp |
| Employer contribution / active EE | $693 | $1,602-56.7% | $2,652-73.9% | $2,440-71.6% |
| Participant deferral / active EE | $1,685 | $2,680-37.1% | $3,899-56.8% | $3,607-53.3% |
| Admin fee / account holder | $2,378 | $3,395-30.0% | $4,912-51.6% | $5,124-53.6% |