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 | $130,111 | $54,705+137.8% | $71,209+82.7% | $84,808+53.4% |
| Participation rate | 54.9% | 64.1%-9.2pp | 73.8%-18.9pp | 68.3%-13.4pp |
| Annual return | 16.18% | 35.90%-19.7pp | 282.51%-266.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $483 | $2,158-77.6% | $2,721-82.2% | $2,631-81.6% |
| Participant deferral / active EE | $2,829 | $3,030-6.6% | $4,175-32.2% | $4,212-32.8% |
| Admin fee / account holder | $6,098 | $4,863+25.4% | $5,349+14.0% | $7,344-17.0% |