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 | $163,717 | $72,277+126.5% | $101,248+61.7% | $79,858+105.0% |
| Participation rate | 30.9% | 68.5%-37.5pp | 75.8%-44.9pp | 69.6%-38.7pp |
| Annual return | 20.27% | 22.30%-2.0pp | 46.47%-26.2pp | 31.71%-11.4pp |
| Employer contribution / active EE | $834 | $2,692-69.0% | $3,660-77.2% | $2,471-66.3% |
| Participant deferral / active EE | $1,558 | $3,282-52.5% | $4,370-64.3% | $3,740-58.3% |
| Admin fee / account holder | $671 | $4,400-84.8% | $5,945-88.7% | $5,306-87.4% |