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 | $180,004 | $80,717+123.0% | $154,803+16.3% | $84,808+112.3% |
| Participation rate | 21.9% | 66.8%-44.9pp | 78.1%-56.2pp | 68.3%-46.4pp |
| Annual return | 13.35% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $568 | $2,761-79.4% | $4,305-86.8% | $2,631-78.4% |
| Participant deferral / active EE | $2,493 | $3,303-24.5% | $5,540-55.0% | $4,212-40.8% |
| Admin fee / account holder | $1,422 | $6,746-78.9% | $14,329-90.1% | $7,344-80.6% |