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 5-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 | $110,363 | $66,098+67.0% | $101,794+8.4% | $74,304+48.5% |
| Participation rate | 42.1% | 53.8%-11.7pp | 69.2%-27.1pp | 60.3%-18.3pp |
| Annual return | 14.72% | 19.59%-4.9pp | 30.53%-15.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $366 | $1,082-66.2% | $2,289-84.0% | $2,241-83.7% |
| Participant deferral / active EE | $2,913 | $2,781+4.8% | $4,084-28.7% | $3,767-22.7% |
| Admin fee / account holder | $12,584 | $4,146+203.5% | $8,777+43.4% | $2,969+323.9% |