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 | $150,422 | $72,277+108.1% | $101,248+48.6% | $79,858+88.4% |
| Participation rate | 41.9% | 68.5%-26.5pp | 75.8%-33.9pp | 69.6%-27.7pp |
| Annual return | 23.12% | 22.30%+0.8pp | 46.47%-23.3pp | 31.71%-8.6pp |
| Employer contribution / active EE | $943 | $2,692-65.0% | $3,660-74.2% | $2,471-61.9% |
| Participant deferral / active EE | $2,006 | $3,282-38.9% | $4,370-54.1% | $3,740-46.4% |
| Admin fee / account holder | $6,239 | $4,400+41.8% | $5,945+4.9% | $5,306+17.6% |