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 | $122,572 | $68,719+78.4% | $91,541+33.9% | $84,808+44.5% |
| Participation rate | 38.3% | 64.5%-26.2pp | 69.8%-31.5pp | 68.3%-30.0pp |
| Annual return | 14.79% | 19.12%-4.3pp | 20.50%-5.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,096 | $1,920-42.9% | $2,505-56.2% | $2,631-58.3% |
| Participant deferral / active EE | $2,734 | $3,136-12.8% | $4,008-31.8% | $4,212-35.1% |
| Admin fee / account holder | $4,095 | $5,786-29.2% | $6,956-41.1% | $7,344-44.2% |