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 | $142,390 | $60,349+135.9% | $74,183+91.9% | $62,891+126.4% |
| Participation rate | 64.1% | 72.7%-8.6pp | 76.6%-12.5pp | 69.3%-5.2pp |
| Annual return | 6.71% | 21.37%-14.7pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $694 | $1,680-58.7% | $2,370-70.7% | $2,281-69.6% |
| Participant deferral / active EE | $3,448 | $2,856+20.7% | $3,550-2.9% | $3,203+7.7% |
| Admin fee / account holder | $19,295 | $4,261+352.8% | $5,586+245.4% | $4,296+349.2% |