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 | $123,065 | $81,208+51.5% | $98,907+24.4% | $79,858+54.1% |
| Participation rate | 37.0% | 72.5%-35.5pp | 76.0%-39.0pp | 69.6%-32.6pp |
| Annual return | 16.54% | 60.99%-44.5pp | 196.43%-179.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $931 | $1,960-52.5% | $2,689-65.4% | $2,471-62.3% |
| Participant deferral / active EE | $2,694 | $3,265-17.5% | $4,244-36.5% | $3,740-28.0% |
| Admin fee / account holder | $1,594 | $6,013-73.5% | $6,642-76.0% | $5,306-70.0% |