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 | $175,219 | $63,764+174.8% | $81,930+113.9% | $79,858+119.4% |
| Participation rate | 13.0% | 67.5%-54.5pp | 72.0%-59.0pp | 69.6%-56.6pp |
| Annual return | 21.28% | 22.66%-1.4pp | 29.49%-8.2pp | 31.71%-10.4pp |
| Employer contribution / active EE | $524 | $1,795-70.8% | $4,310-87.8% | $2,471-78.8% |
| Participant deferral / active EE | $1,081 | $2,780-61.1% | $7,107-84.8% | $3,740-71.1% |
| Admin fee / account holder | $846 | $4,426-80.9% | $5,158-83.6% | $5,306-84.0% |