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 | $151,585 | $70,475+115.1% | $100,516+50.8% | $79,858+89.8% |
| Participation rate | 69.2% | 73.7%-4.4pp | 79.4%-10.2pp | 69.6%-0.4pp |
| Annual return | 16.23% | 21.90%-5.7pp | 30.89%-14.7pp | 31.71%-15.5pp |
| Employer contribution / active EE | $376 | $2,165-82.6% | $3,418-89.0% | $2,471-84.8% |
| Participant deferral / active EE | $3,316 | $5,181-36.0% | $6,270-47.1% | $3,740-11.3% |
| Admin fee / account holder | $10,434 | $4,478+133.0% | $8,081+29.1% | $5,306+96.6% |