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 | $154,375 | $73,933+108.8% | $96,683+59.7% | $75,163+105.4% |
| Participation rate | 54.5% | 66.4%-11.9pp | 74.3%-19.8pp | 67.2%-12.6pp |
| Annual return | 25.22% | 26.70%-1.5pp | 35.69%-10.5pp | 160.62%-135.4pp |
| Employer contribution / active EE | $754 | $2,928-74.3% | $3,737-79.8% | $2,670-71.8% |
| Participant deferral / active EE | $2,124 | $3,659-41.9% | $4,878-56.5% | $4,125-48.5% |
| Admin fee / account holder | $3,323 | $5,216-36.3% | $6,730-50.6% | $5,651-41.2% |