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 | $129,997 | $74,927+73.5% | $101,794+27.7% | $84,808+53.3% |
| Participation rate | 34.5% | 61.4%-26.9pp | 69.2%-34.7pp | 68.3%-33.8pp |
| Annual return | 16.81% | 18.70%-1.9pp | 30.53%-13.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $751 | $1,522-50.6% | $2,289-67.2% | $2,631-71.4% |
| Participant deferral / active EE | $2,480 | $3,099-20.0% | $4,084-39.3% | $4,212-41.1% |
| Admin fee / account holder | $1,036 | $6,514-84.1% | $8,777-88.2% | $7,344-85.9% |