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 | $121,239 | $48,750+148.7% | $88,946+36.3% | $74,304+63.2% |
| Participation rate | 12.8% | 44.5%-31.6pp | 68.8%-56.0pp | 60.3%-47.5pp |
| Annual return | 16.91% | 25.91%-9.0pp | 57.82%-40.9pp | 29.43%-12.5pp |
| Employer contribution / active EE | $446 | $1,255-64.5% | $2,555-82.5% | $2,241-80.1% |
| Participant deferral / active EE | $1,265 | $2,423-47.8% | $4,581-72.4% | $3,767-66.4% |
| Admin fee / account holder | $3,979 | $3,756+6.0% | $8,261-51.8% | $2,969+34.0% |