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 | $148,880 | $94,625+57.3% | $116,228+28.1% | $84,808+75.6% |
| Participation rate | 65.0% | 70.4%-5.4pp | 74.6%-9.6pp | 68.3%-3.3pp |
| Annual return | 15.28% | 20.40%-5.1pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $937 | $2,347-60.1% | $2,994-68.7% | $2,631-64.4% |
| Participant deferral / active EE | $3,453 | $3,972-13.1% | $4,953-30.3% | $4,212-18.0% |
| Admin fee / account holder | $13,246 | $10,091+31.3% | $11,989+10.5% | $7,344+80.4% |