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 | $117,005 | $96,484+21.3% | $156,263-25.1% | $74,304+57.5% |
| Participation rate | 55.6% | 67.7%-12.1pp | 78.9%-23.4pp | 60.3%-4.8pp |
| Annual return | 17.05% | 17.73%-0.7pp | 59.47%-42.4pp | 29.43%-12.4pp |
| Employer contribution / active EE | $971 | $2,528-61.6% | $4,333-77.6% | $2,241-56.7% |
| Participant deferral / active EE | $5,350 | $4,286+24.8% | $6,158-13.1% | $3,767+42.0% |
| Admin fee / account holder | $8,225 | $3,728+120.7% | $14,255-42.3% | $2,969+177.1% |