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 | $188,835 | $48,750+287.4% | $88,946+112.3% | $74,304+154.1% |
| Participation rate | 10.8% | 44.5%-33.7pp | 68.8%-58.0pp | 60.3%-49.5pp |
| Annual return | 16.50% | 25.91%-9.4pp | 57.82%-41.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $337 | $1,255-73.1% | $2,555-86.8% | $2,241-85.0% |
| Participant deferral / active EE | $764 | $2,423-68.5% | $4,581-83.3% | $3,767-79.7% |
| Admin fee / account holder | $3,429 | $3,756-8.7% | $8,261-58.5% | $2,969+15.5% |