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 | $153,805 | $71,050+116.5% | $93,606+64.3% | $80,856+90.2% |
| Participation rate | 32.1% | 60.4%-28.3pp | 68.7%-36.6pp | 67.6%-35.5pp |
| Annual return | 10.55% | 11.26%-0.7pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $643 | $1,564-58.9% | $2,420-73.4% | $2,755-76.7% |
| Participant deferral / active EE | $3,622 | $4,034-10.2% | $4,411-17.9% | $4,296-15.7% |
| Admin fee / account holder | $9,111 | $6,945+31.2% | $8,285+10.0% | $6,918+31.7% |