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 | $113,797 | $96,484+17.9% | $156,263-27.2% | $74,304+53.2% |
| Participation rate | 35.0% | 67.7%-32.7pp | 78.9%-43.9pp | 60.3%-25.3pp |
| Annual return | 14.75% | 17.73%-3.0pp | 59.47%-44.7pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,227 | $2,528-51.5% | $4,333-71.7% | $2,241-45.3% |
| Participant deferral / active EE | $2,659 | $4,286-38.0% | $6,158-56.8% | $3,767-29.4% |
| Admin fee / account holder | $18,913 | $3,728+407.4% | $14,255+32.7% | $2,969+537.0% |