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 | $150,776 | $81,460+85.1% | $103,333+45.9% | $80,856+86.5% |
| Participation rate | 37.5% | 66.8%-29.3pp | 74.5%-37.0pp | 67.6%-30.1pp |
| Annual return | 11.12% | 25.55%-14.4pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,326 | $3,105-57.3% | $3,868-65.7% | $2,755-51.9% |
| Participant deferral / active EE | $4,647 | $3,869+20.1% | $5,057-8.1% | $4,296+8.2% |
| Admin fee / account holder | $610 | $6,566-90.7% | $8,355-92.7% | $6,918-91.2% |