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 | $129,524 | $52,279+147.8% | $89,391+44.9% | $79,858+62.2% |
| Participation rate | 48.1% | 57.5%-9.4pp | 68.0%-19.8pp | 69.6%-21.5pp |
| Annual return | 12.39% | 22.16%-9.8pp | 245.62%-233.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $375 | $1,572-76.1% | $2,586-85.5% | $2,471-84.8% |
| Participant deferral / active EE | $4,140 | $2,740+51.1% | $3,890+6.4% | $3,740+10.7% |
| Admin fee / account holder | $4,326 | $3,356+28.9% | $4,881-11.4% | $5,306-18.5% |