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 | $125,935 | $71,050+77.2% | $93,606+34.5% | $80,856+55.8% |
| Participation rate | 52.4% | 60.4%-8.0pp | 68.7%-16.3pp | 67.6%-15.3pp |
| Annual return | 13.82% | 11.26%+2.6pp | 133.20%-119.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $820 | $1,564-47.6% | $2,420-66.1% | $2,755-70.2% |
| Participant deferral / active EE | $2,311 | $4,034-42.7% | $4,411-47.6% | $4,296-46.2% |
| Admin fee / account holder | $3,577 | $6,945-48.5% | $8,285-56.8% | $6,918-48.3% |