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 | $208,645 | $49,915+318.0% | $154,803+34.8% | $74,304+180.8% |
| Participation rate | 23.6% | 54.0%-30.4pp | 78.1%-54.5pp | 60.3%-36.8pp |
| Annual return | 16.90% | 34.06%-17.2pp | 58.88%-42.0pp | 29.43%-12.5pp |
| Employer contribution / active EE | $445 | $1,611-72.4% | $4,305-89.7% | $2,241-80.2% |
| Participant deferral / active EE | $1,099 | $2,255-51.3% | $5,540-80.2% | $3,767-70.8% |
| Admin fee / account holder | $4,508 | $2,189+106.0% | $14,329-68.5% | $2,969+51.9% |