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 | $146,517 | $70,428+108.0% | $96,562+51.7% | $85,850+70.7% |
| Participation rate | 35.9% | 61.8%-25.9pp | 69.8%-33.9pp | 69.3%-33.4pp |
| Annual return | 14.22% | 18.59%-4.4pp | 37.78%-23.6pp | 318.53%-304.3pp |
| Employer contribution / active EE | $747 | $1,413-47.1% | $2,356-68.3% | $2,565-70.9% |
| Participant deferral / active EE | $2,234 | $2,894-22.8% | $3,849-42.0% | $3,952-43.5% |
| Admin fee / account holder | $9,183 | $4,997+83.8% | $6,181+48.6% | $6,260+46.7% |