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 | $135,630 | $45,073+200.9% | $69,455+95.3% | $72,985+85.8% |
| Participation rate | 31.7% | 68.5%-36.8pp | 74.6%-42.9pp | 69.5%-37.8pp |
| Annual return | 22.38% | 22.65%-0.3pp | 28.97%-6.6pp | 81.00%-58.6pp |
| Employer contribution / active EE | $621 | $2,054-69.8% | $2,779-77.7% | $2,440-74.6% |
| Participant deferral / active EE | $2,091 | $2,602-19.6% | $3,535-40.9% | $3,607-42.0% |
| Admin fee / account holder | $861 | $3,056-71.8% | $3,839-77.6% | $5,124-83.2% |