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 | $189,584 | $109,413+73.3% | $156,263+21.3% | $84,808+123.5% |
| Participation rate | 40.0% | 72.7%-32.7pp | 78.9%-38.9pp | 68.3%-28.3pp |
| Annual return | 18.69% | 20.18%-1.5pp | 59.47%-40.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,052 | $2,907-63.8% | $4,333-75.7% | $2,631-60.0% |
| Participant deferral / active EE | $2,599 | $4,590-43.4% | $6,158-57.8% | $4,212-38.3% |
| Admin fee / account holder | $1,817 | $9,357-80.6% | $14,255-87.3% | $7,344-75.3% |