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 | $151,137 | $55,706+171.3% | $75,886+99.2% | $72,985+107.1% |
| Participation rate | 36.4% | 61.1%-24.8pp | 69.3%-32.9pp | 69.5%-33.1pp |
| Annual return | 27.28% | 27.59%-0.3pp | 30.76%-3.5pp | 81.00%-53.7pp |
| Employer contribution / active EE | $923 | $1,687-45.3% | $2,500-63.1% | $2,440-62.2% |
| Participant deferral / active EE | $1,440 | $2,634-45.3% | $3,603-60.0% | $3,607-60.1% |
| Admin fee / account holder | $1,724 | $3,978-56.7% | $5,418-68.2% | $5,124-66.4% |