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 | $145,710 | $91,552+59.2% | $133,956+8.8% | $79,858+82.5% |
| Participation rate | 40.6% | 73.3%-32.7pp | 79.8%-39.2pp | 69.6%-29.0pp |
| Annual return | 14.24% | 61.85%-47.6pp | 45.09%-30.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $744 | $2,384-68.8% | $3,919-81.0% | $2,471-69.9% |
| Participant deferral / active EE | $2,551 | $3,733-31.7% | $5,048-49.5% | $3,740-31.8% |
| Admin fee / account holder | $3,415 | $6,321-46.0% | $8,927-61.7% | $5,306-35.6% |