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 | $225,713 | $74,927+201.2% | $101,794+121.7% | $84,808+166.1% |
| Participation rate | 45.5% | 61.4%-15.9pp | 69.2%-23.7pp | 68.3%-22.9pp |
| Annual return | 15.07% | 18.70%-3.6pp | 30.53%-15.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $619 | $1,522-59.3% | $2,289-72.9% | $2,631-76.5% |
| Participant deferral / active EE | $2,666 | $3,099-14.0% | $4,084-34.7% | $4,212-36.7% |
| Admin fee / account holder | $9,802 | $6,514+50.5% | $8,777+11.7% | $7,344+33.5% |