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 | $147,635 | $68,719+114.8% | $91,541+61.3% | $84,808+74.1% |
| Participation rate | 15.8% | 64.5%-48.7pp | 69.8%-54.0pp | 68.3%-52.5pp |
| Annual return | 18.99% | 19.12%-0.1pp | 20.50%-1.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $515 | $1,920-73.2% | $2,505-79.5% | $2,631-80.4% |
| Participant deferral / active EE | $2,388 | $3,136-23.9% | $4,008-40.4% | $4,212-43.3% |
| Admin fee / account holder | $4,217 | $5,786-27.1% | $6,956-39.4% | $7,344-42.6% |