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 | $131,063 | $74,927+74.9% | $101,794+28.8% | $84,808+54.5% |
| Participation rate | 52.0% | 61.4%-9.4pp | 69.2%-17.2pp | 68.3%-16.3pp |
| Annual return | 13.73% | 18.70%-5.0pp | 30.53%-16.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,070 | $1,522-29.7% | $2,289-53.3% | $2,631-59.3% |
| Participant deferral / active EE | $4,574 | $3,099+47.6% | $4,084+12.0% | $4,212+8.6% |
| Admin fee / account holder | $33,871 | $6,514+420.0% | $8,777+285.9% | $7,344+361.2% |