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 | $136,972 | $58,512+134.1% | $84,015+63.0% | $72,985+87.7% |
| Participation rate | 33.3% | 61.2%-27.9pp | 69.0%-35.7pp | 69.5%-36.2pp |
| Annual return | 21.74% | 28.93%-7.2pp | 71.31%-49.6pp | 81.00%-59.3pp |
| Employer contribution / active EE | $250 | $1,163-78.5% | $1,983-87.4% | $2,440-89.8% |
| Participant deferral / active EE | $1,672 | $2,394-30.1% | $3,239-48.4% | $3,607-53.6% |
| Admin fee / account holder | $1,675 | $4,569-63.3% | $6,101-72.6% | $5,124-67.3% |