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 | $195,979 | $79,944+145.1% | $98,439+99.1% | $75,163+160.7% |
| Participation rate | 50.7% | 70.4%-19.7pp | 75.2%-24.5pp | 67.2%-16.5pp |
| Annual return | 16.48% | 19.75%-3.3pp | 21.16%-4.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $687 | $2,264-69.7% | $3,048-77.5% | $2,670-74.3% |
| Participant deferral / active EE | $4,506 | $3,752+20.1% | $4,738-4.9% | $4,125+9.2% |
| Admin fee / account holder | $9,653 | $6,840+41.1% | $8,948+7.9% | $5,651+70.8% |