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 | $113,794 | $58,828+93.4% | $77,999+45.9% | $62,891+80.9% |
| Participation rate | 63.8% | 71.1%-7.3pp | 75.5%-11.8pp | 69.3%-5.5pp |
| Annual return | 5.15% | 17.16%-12.0pp | 425.96%-420.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $637 | $1,672-61.9% | $2,470-74.2% | $2,281-72.1% |
| Participant deferral / active EE | $1,530 | $2,686-43.0% | $3,497-56.3% | $3,203-52.2% |
| Admin fee / account holder | $5,190 | $4,393+18.1% | $5,480-5.3% | $4,296+20.8% |