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 | $188,566 | $74,927+151.7% | $101,794+85.2% | $84,808+122.3% |
| Participation rate | 53.2% | 61.4%-8.2pp | 69.2%-16.0pp | 68.3%-15.1pp |
| Annual return | 16.30% | 18.70%-2.4pp | 30.53%-14.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $833 | $1,522-45.2% | $2,289-63.6% | $2,631-68.3% |
| Participant deferral / active EE | $5,602 | $3,099+80.8% | $4,084+37.2% | $4,212+33.0% |
| Admin fee / account holder | $6,832 | $6,514+4.9% | $8,777-22.2% | $7,344-7.0% |