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 | $180,531 | $48,230+274.3% | $67,502+167.4% | $80,856+123.3% |
| Participation rate | 35.8% | 66.4%-30.6pp | 72.9%-37.1pp | 67.6%-31.8pp |
| Annual return | 15.31% | 18.28%-3.0pp | 3512.12%-3496.8pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,191 | $2,020+8.5% | $2,731-19.8% | $2,755-20.5% |
| Participant deferral / active EE | $2,908 | $2,924-0.5% | $4,000-27.3% | $4,296-32.3% |
| Admin fee / account holder | $5,788 | $3,681+57.2% | $3,998+44.8% | $6,918-16.3% |