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 | $153,281 | $89,753+70.8% | $107,525+42.6% | $84,808+80.7% |
| Participation rate | 53.3% | 68.1%-14.7pp | 75.1%-21.7pp | 68.3%-15.0pp |
| Annual return | 16.87% | 29.48%-12.6pp | 181.32%-164.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $989 | $3,113-68.2% | $3,754-73.6% | $2,631-62.4% |
| Participant deferral / active EE | $3,323 | $4,056-18.1% | $5,116-35.0% | $4,212-21.1% |
| Admin fee / account holder | $4,374 | $7,222-39.4% | $8,919-51.0% | $7,344-40.4% |