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 | $121,998 | $95,803+27.3% | $113,168+7.8% | $84,808+43.9% |
| Participation rate | 23.5% | 72.9%-49.3pp | 76.6%-53.0pp | 68.3%-44.8pp |
| Annual return | 14.59% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,085 | $2,360-54.0% | $2,975-63.5% | $2,631-58.8% |
| Participant deferral / active EE | $2,017 | $4,242-52.5% | $5,107-60.5% | $4,212-52.1% |
| Admin fee / account holder | $5,452 | $8,989-39.4% | $12,068-54.8% | $7,344-25.8% |