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 | $156,612 | $87,733+78.5% | $106,548+47.0% | $85,850+82.4% |
| Participation rate | 51.4% | 71.9%-20.6pp | 76.1%-24.8pp | 69.3%-18.0pp |
| Annual return | 20.79% | 21.86%-1.1pp | 26.80%-6.0pp | 318.53%-297.7pp |
| Employer contribution / active EE | $881 | $2,073-57.5% | $2,819-68.8% | $2,565-65.7% |
| Participant deferral / active EE | $3,535 | $3,469+1.9% | $4,398-19.6% | $3,952-10.5% |
| Admin fee / account holder | $11,645 | $6,767+72.1% | $7,407+57.2% | $6,260+86.0% |