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 7-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 | $152,473 | $57,016+167.4% | $84,966+79.5% | $80,856+88.6% |
| Participation rate | 22.2% | 56.3%-34.1pp | 67.5%-45.3pp | 67.6%-45.4pp |
| Annual return | 21.19% | 21.66%-0.5pp | 66.38%-45.2pp | 35.59%-14.4pp |
| Employer contribution / active EE | $484 | $1,798-73.1% | $2,727-82.2% | $2,755-82.4% |
| Participant deferral / active EE | $1,381 | $3,110-55.6% | $4,519-69.4% | $4,296-67.9% |
| Admin fee / account holder | $6,278 | $4,980+26.1% | $6,149+2.1% | $6,918-9.2% |