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 | $184,846 | $78,926+134.2% | $136,749+35.2% | $84,808+118.0% |
| Participation rate | 34.2% | 62.2%-28.0pp | 72.1%-37.9pp | 68.3%-34.1pp |
| Annual return | 12.45% | 18.17%-5.7pp | 24.33%-11.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $852 | $2,134-60.1% | $3,400-74.9% | $2,631-67.6% |
| Participant deferral / active EE | $2,320 | $3,168-26.8% | $4,692-50.5% | $4,212-44.9% |
| Admin fee / account holder | $6,750 | $6,369+6.0% | $11,386-40.7% | $7,344-8.1% |