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 | $127,872 | $74,927+70.7% | $101,794+25.6% | $84,808+50.8% |
| Participation rate | 42.7% | 61.4%-18.7pp | 69.2%-26.5pp | 68.3%-25.6pp |
| Annual return | 15.01% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $907 | $1,522-40.4% | $2,289-60.4% | $2,631-65.5% |
| Participant deferral / active EE | $3,938 | $3,099+27.1% | $4,084-3.6% | $4,212-6.5% |
| Admin fee / account holder | $16,217 | $6,514+149.0% | $8,777+84.8% | $7,344+120.8% |