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 | $149,712 | $66,098+126.5% | $101,794+47.1% | $74,304+101.5% |
| Participation rate | 32.4% | 53.8%-21.4pp | 69.2%-36.8pp | 60.3%-28.0pp |
| Annual return | 13.54% | 19.59%-6.0pp | 30.53%-17.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $837 | $1,082-22.6% | $2,289-63.4% | $2,241-62.7% |
| Participant deferral / active EE | $2,129 | $2,781-23.4% | $4,084-47.9% | $3,767-43.5% |
| Admin fee / account holder | $5,780 | $4,146+39.4% | $8,777-34.1% | $2,969+94.7% |