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 | $118,254 | $65,041+81.8% | $90,951+30.0% | $79,858+48.1% |
| Participation rate | 29.0% | 61.6%-32.6pp | 69.0%-40.0pp | 69.6%-40.6pp |
| Annual return | 15.38% | 30.45%-15.1pp | 134.60%-119.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $945 | $1,247-24.2% | $2,122-55.4% | $2,471-61.7% |
| Participant deferral / active EE | $1,587 | $2,512-36.8% | $3,373-53.0% | $3,740-57.6% |
| Admin fee / account holder | $3,112 | $4,536-31.4% | $5,959-47.8% | $5,306-41.4% |