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 | $151,275 | $65,365+131.4% | $92,893+62.8% | $72,985+107.3% |
| Participation rate | 52.8% | 68.3%-15.5pp | 76.0%-23.2pp | 69.5%-16.7pp |
| Annual return | 16.72% | 42.10%-25.4pp | 109.41%-92.7pp | 81.00%-64.3pp |
| Employer contribution / active EE | $697 | $2,594-73.1% | $3,653-80.9% | $2,440-71.4% |
| Participant deferral / active EE | $4,098 | $3,128+31.0% | $4,236-3.3% | $3,607+13.6% |
| Admin fee / account holder | $10,746 | $4,251+152.8% | $5,794+85.5% | $5,124+109.7% |