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 | $145,681 | $64,839+124.7% | $95,585+52.4% | $84,808+71.8% |
| Participation rate | 42.1% | 63.8%-21.7pp | 72.1%-30.0pp | 68.3%-26.2pp |
| Annual return | 13.70% | -670.96%+684.7pp | 38.56%-24.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $898 | $1,759-49.0% | $2,527-64.5% | $2,631-65.9% |
| Participant deferral / active EE | $5,234 | $2,965+76.5% | $4,023+30.1% | $4,212+24.3% |
| Admin fee / account holder | $2,591 | $5,964-56.6% | $6,127-57.7% | $7,344-64.7% |