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 | $151,301 | $60,892+148.5% | $82,389+83.6% | $84,808+78.4% |
| Participation rate | 40.0% | 63.3%-23.3pp | 69.5%-29.5pp | 68.3%-28.3pp |
| Annual return | 16.71% | 37.29%-20.6pp | 28.67%-12.0pp | 40.90%-24.2pp |
| Employer contribution / active EE | $811 | $1,779-54.4% | $2,517-67.8% | $2,631-69.2% |
| Participant deferral / active EE | $2,104 | $3,179-33.8% | $4,155-49.4% | $4,212-50.1% |
| Admin fee / account holder | $11,488 | $5,467+110.1% | $7,231+58.9% | $7,344+56.4% |