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 | $173,057 | $80,717+114.4% | $154,803+11.8% | $84,808+104.1% |
| Participation rate | 17.6% | 66.8%-49.2pp | 78.1%-60.4pp | 68.3%-50.7pp |
| Annual return | 13.23% | 37.96%-24.7pp | 58.88%-45.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $609 | $2,761-77.9% | $4,305-85.9% | $2,631-76.9% |
| Participant deferral / active EE | $2,371 | $3,303-28.2% | $5,540-57.2% | $4,212-43.7% |
| Admin fee / account holder | $66,905 | $6,746+891.8% | $14,329+366.9% | $7,344+811.0% |