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 | $220,587 | $74,927+194.4% | $101,794+116.7% | $84,808+160.1% |
| Participation rate | 44.0% | 61.4%-17.4pp | 69.2%-25.2pp | 68.3%-24.3pp |
| Annual return | 15.67% | 18.70%-3.0pp | 30.53%-14.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $792 | $1,522-48.0% | $2,289-65.4% | $2,631-69.9% |
| Participant deferral / active EE | $2,809 | $3,099-9.4% | $4,084-31.2% | $4,212-33.3% |
| Admin fee / account holder | $446 | $6,514-93.2% | $8,777-94.9% | $7,344-93.9% |