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 | $199,053 | $86,929+129.0% | $102,423+94.3% | $80,856+146.2% |
| Participation rate | 36.1% | 72.4%-36.3pp | 76.5%-40.4pp | 67.6%-31.5pp |
| Annual return | 17.82% | 18.88%-1.1pp | 29.32%-11.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $800 | $2,369-66.2% | $3,023-73.5% | $2,755-71.0% |
| Participant deferral / active EE | $2,231 | $4,118-45.8% | $5,053-55.8% | $4,296-48.1% |
| Admin fee / account holder | $3,287 | $8,049-59.2% | $9,451-65.2% | $6,918-52.5% |