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 | $216,777 | $88,707+144.4% | $74,183+192.2% | $273,961-20.9% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 6.98% | 11.94%-5.0pp | 17.74%-10.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $546 | $3,159-82.7% | $2,370-77.0% | $4,869-88.8% |
| Participant deferral / active EE | $3,375 | $4,212-19.9% | $3,550-4.9% | $5,287-36.2% |
| Admin fee / account holder | $1,914 | $8,717-78.0% | $5,586-65.7% | $10,132-81.1% |