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 | $155,305 | $68,914+125.4% | $136,749+13.6% | $74,304+109.0% |
| Participation rate | 34.9% | 51.3%-16.4pp | 72.1%-37.2pp | 60.3%-25.5pp |
| Annual return | 14.58% | 16.34%-1.8pp | 24.33%-9.7pp | 29.43%-14.9pp |
| Employer contribution / active EE | $1,474 | $1,561-5.6% | $3,400-56.6% | $2,241-34.2% |
| Participant deferral / active EE | $2,417 | $2,541-4.9% | $4,692-48.5% | $3,767-35.8% |
| Admin fee / account holder | $7,354 | $3,149+133.5% | $11,386-35.4% | $2,969+147.7% |