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 | $136,281 | $76,367+78.5% | $93,606+45.6% | $72,985+86.7% |
| Participation rate | 51.5% | 71.7%-20.2pp | 75.8%-24.3pp | 69.5%-18.0pp |
| Annual return | 26.12% | 25.82%+0.3pp | 32.76%-6.6pp | 81.00%-54.9pp |
| Employer contribution / active EE | $984 | $2,275-56.7% | $2,718-63.8% | $2,440-59.7% |
| Participant deferral / active EE | $2,534 | $3,538-28.4% | $4,069-37.7% | $3,607-29.8% |
| Admin fee / account holder | $22,307 | $6,838+226.2% | $7,888+182.8% | $5,124+335.3% |