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 | $207,037 | $66,098+213.2% | $101,794+103.4% | $74,304+178.6% |
| Participation rate | 48.0% | 53.8%-5.7pp | 69.2%-21.1pp | 60.3%-12.3pp |
| Annual return | 15.48% | 19.59%-4.1pp | 30.53%-15.0pp | 29.43%-14.0pp |
| Employer contribution / active EE | $307 | $1,082-71.7% | $2,289-86.6% | $2,241-86.3% |
| Participant deferral / active EE | $2,871 | $2,781+3.2% | $4,084-29.7% | $3,767-23.8% |
| Admin fee / account holder | $11,702 | $4,146+182.2% | $8,777+33.3% | $2,969+294.1% |