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 | $141,945 | $90,503+56.8% | $78,689+80.4% | $273,961-48.2% |
| Participation rate | 38.5% | 76.5%-38.1pp | 73.6%-35.1pp | 83.0%-44.6pp |
| Annual return | 5.55% | 75.60%-70.0pp | 62.18%-56.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $850 | $3,176-73.2% | $2,851-70.2% | $4,869-82.5% |
| Participant deferral / active EE | $1,147 | $3,901-70.6% | $3,517-67.4% | $5,287-78.3% |
| Admin fee / account holder | $3,844 | $5,263-27.0% | $4,510-14.8% | $10,132-62.1% |