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 | $192,446 | $72,492+165.5% | $87,100+120.9% | $72,985+163.7% |
| Participation rate | 46.5% | 72.8%-26.3pp | 76.9%-30.4pp | 69.5%-23.0pp |
| Annual return | 22.06% | 24.46%-2.4pp | 28.19%-6.1pp | 81.00%-58.9pp |
| Employer contribution / active EE | $989 | $1,894-47.8% | $2,521-60.8% | $2,440-59.5% |
| Participant deferral / active EE | $2,609 | $3,270-20.2% | $4,049-35.6% | $3,607-27.7% |
| Admin fee / account holder | $5,298 | $5,055+4.8% | $7,497-29.3% | $5,124+3.4% |